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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 | $191,443 | $88,672+115.9% | $105,223+81.9% | $82,448+132.2% |
| Participation rate | 98.6% | 67.9%+30.7pp | 75.0%+23.6pp | 68.1%+30.6pp |
| Annual return | -0.42% | 30.86%-31.3pp | 180.65%-181.1pp | 41.64%-42.1pp |
| Employer contribution / active EE | $15,340 | $3,048+403.3% | $3,689+315.9% | $2,551+501.3% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $7,744 | $7,146+8.4% | $8,859-12.6% | $7,234+7.0% |