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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 | $63,262 | $197,637-68.0% | $177,848-64.4% | $158,982-60.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -4.19% | 58.77%-63.0pp | 48.33%-52.5pp | 302.99%-307.2pp |
| Employer contribution / active EE | $11,076 | $6,698+65.3% | $5,919+87.1% | $4,763+132.5% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $11,747 | $15,406-23.8% | $12,431-5.5% | $11,252+4.4% |