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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 | $98,527 | $209,422-53.0% | $178,503-44.8% | $158,982-38.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -10.30% | 188.81%-199.1pp | 151.12%-161.4pp | 302.99%-313.3pp |
| Employer contribution / active EE | $6,554 | $5,707+14.8% | $5,011+30.8% | $4,763+37.6% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,604 | $17,079-55.5% | $13,987-45.6% | $11,252-32.4% |