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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 | $102,234 | $73,421+39.2% | $66,439+53.9% | $155,188-34.1% |
| Participation rate | 80.0% | 79.7%+0.3pp | 74.5%+5.5pp | 80.8%-0.8pp |
| Annual return | 5.87% | 1382.37%-1376.5pp | 757.66%-751.8pp | 148.84%-143.0pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,605 | $4,680-65.7% | $3,876-58.6% | $6,531-75.4% |
| Admin fee / account holder | $3,612 | $8,856-59.2% | $6,173-41.5% | $14,480-75.1% |