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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 | $149,270 | $202,440-26.3% | $169,390-11.9% | $139,466+7.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | -2.63% | 532.36%-535.0pp | 406.07%-408.7pp | 373.66%-376.3pp |
| Employer contribution / active EE | $1,710 | $4,693-63.6% | $4,013-57.4% | $4,754-64.0% |
| Participant deferral / active EE | $11,962 | $6,940+72.4% | $6,222+92.2% | $6,712+78.2% |
| Admin fee / account holder | $80,926 | $10,722+654.7% | $9,015+797.7% | $11,409+609.3% |