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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,599 | $106,008+10.0% | $92,240+26.4% | $147,586-21.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | -0.30% | 50.05%-50.4pp | 176.29%-176.6pp | 578.59%-578.9pp |
| Employer contribution / active EE | $4,750 | $4,333+9.6% | $3,680+29.1% | $4,876-2.6% |
| Participant deferral / active EE | $1,639 | $4,478-63.4% | $3,897-57.9% | $5,439-69.9% |
| Admin fee / account holder | $4,546 | $6,333-28.2% | $5,194-12.5% | $10,886-58.2% |