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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 | $80,824 | $88,754-8.9% | $81,820-1.2% | $145,877-44.6% |
| Participation rate | 90.0% | 75.1%+14.9pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | -4.45% | 1031.77%-1036.2pp | 777.93%-782.4pp | 551.28%-555.7pp |
| Employer contribution / active EE | $3,059 | $3,085-0.9% | $2,915+4.9% | $4,663-34.4% |
| Participant deferral / active EE | $5,777 | $4,648+24.3% | $4,323+33.6% | $6,691-13.7% |
| Admin fee / account holder | $12,313 | $8,424+46.2% | $7,391+66.6% | $13,402-8.1% |