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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 | $114,758 | $185,905-38.3% | $170,057-32.5% | $139,487-17.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -0.46% | 60.56%-61.0pp | 53.42%-53.9pp | 373.84%-374.3pp |
| Employer contribution / active EE | $2,981 | $7,597-60.8% | $6,790-56.1% | $4,755-37.3% |
| Participant deferral / active EE | $10,709 | $11,627-7.9% | $10,411+2.9% | $6,713+59.5% |
| Admin fee / account holder | $26,847 | $15,397+74.4% | $12,826+109.3% | $11,407+135.3% |