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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 | $123,878 | $165,584-25.2% | $142,942-13.3% | $137,256-9.7% |
| Participation rate | 95.8% | 80.1%+15.8pp | 76.8%+19.0pp | 80.0%+15.9pp |
| Annual return | -6.41% | 164.22%-170.6pp | 113.70%-120.1pp | 220.34%-226.8pp |
| Employer contribution / active EE | $4,859 | $4,725+2.8% | $4,139+17.4% | $4,156+16.9% |
| Participant deferral / active EE | $0 | $8,194-100.0% | $7,128-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,477 | $16,167-66.1% | $12,475-56.1% | $12,270-55.4% |