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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 | $120,810 | $209,428-42.3% | $178,498-32.3% | $158,950-24.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -1.22% | 188.78%-190.0pp | 151.09%-152.3pp | 302.91%-304.1pp |
| Employer contribution / active EE | $8,333 | $5,707+46.0% | $5,011+66.3% | $4,762+75.0% |
| Participant deferral / active EE | $2,037 | $5,955-65.8% | $5,202-60.8% | $5,983-66.0% |
| Admin fee / account holder | $6,251 | $17,077-63.4% | $13,985-55.3% | $11,248-44.4% |