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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 | $81,717 | $160,040-48.9% | $147,096-44.4% | $145,877-44.0% |
| Participation rate | 95.2% | 84.0%+11.2pp | 82.2%+13.1pp | 80.3%+14.9pp |
| Annual return | -3.91% | 98.49%-102.4pp | 419.75%-423.7pp | 551.28%-555.2pp |
| Employer contribution / active EE | $9,524 | $5,289+80.1% | $4,936+92.9% | $4,663+104.2% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $20,000 | $15,050+32.9% | $13,005+53.8% | $13,402+49.2% |