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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 | $96,349 | $209,405-54.0% | $178,486-46.0% | $158,931-39.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -2.78% | 188.77%-191.5pp | 151.08%-153.9pp | 302.86%-305.6pp |
| Employer contribution / active EE | $6,151 | $5,707+7.8% | $5,011+22.7% | $4,761+29.2% |
| Participant deferral / active EE | $5,757 | $5,954-3.3% | $5,202+10.7% | $5,982-3.8% |
| Admin fee / account holder | $3,419 | $17,076-80.0% | $13,985-75.5% | $11,247-69.6% |