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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 | $88,815-9.0% | $81,882-1.3% | $145,897-44.6% |
| Participation rate | 90.0% | 75.1%+14.9pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | -4.45% | 1033.75%-1038.2pp | 779.47%-783.9pp | 552.29%-556.7pp |
| Employer contribution / active EE | $3,059 | $3,086-0.9% | $2,916+4.9% | $4,663-34.4% |
| Participant deferral / active EE | $5,777 | $4,647+24.3% | $4,323+33.6% | $6,689-13.6% |
| Admin fee / account holder | $12,313 | $8,434+46.0% | $7,360+67.3% | $13,390-8.0% |