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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 | $99,730 | $81,208+22.8% | $98,920+0.8% | $79,856+24.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | -0.84% | 60.99%-61.8pp | 196.47%-197.3pp | 31.71%-32.5pp |
| Employer contribution / active EE | $3,196 | $1,960+63.1% | $2,689+18.9% | $2,471+29.3% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,616 | $6,013-73.1% | $6,643-75.7% | $5,306-69.5% |