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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 | $185,242 | $209,405-11.5% | $178,486+3.8% | $158,931+16.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -0.91% | 188.77%-189.7pp | 151.08%-152.0pp | 302.86%-303.8pp |
| Employer contribution / active EE | $11,871 | $5,707+108.0% | $5,011+136.9% | $4,761+149.3% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $6,359 | $17,076-62.8% | $13,985-54.5% | $11,247-43.5% |