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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 | $184,372 | $112,121+64.4% | $95,960+92.1% | $158,966+16.0% |
| Participation rate | 95.0% | 79.0%+16.0pp | 77.1%+17.9pp | 82.0%+13.0pp |
| Annual return | 0.13% | 171.16%-171.0pp | 91.63%-91.5pp | 302.95%-302.8pp |
| Employer contribution / active EE | $2,000 | $3,199-37.5% | $2,541-21.3% | $4,762-58.0% |
| Participant deferral / active EE | $6,839 | $4,784+42.9% | $4,167+64.1% | $5,983+14.3% |
| Admin fee / account holder | $7,509 | $10,135-25.9% | $6,797+10.5% | $11,250-33.2% |