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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 | $113,936 | $115,814-1.6% | $101,275+12.5% | $158,982-28.3% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | -5.95% | 56.16%-62.1pp | 46.48%-52.4pp | 302.99%-308.9pp |
| Employer contribution / active EE | $36,980 | $4,176+785.6% | $3,660+910.4% | $4,763+676.4% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,165 | $7,249+12.6% | $5,948+37.3% | $11,252-27.4% |