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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 | $194,759 | $148,623+31.0% | $135,974+43.2% | $139,466+39.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -0.96% | 79.30%-80.3pp | 68.30%-69.3pp | 373.66%-374.6pp |
| Employer contribution / active EE | $8,005 | $5,246+52.6% | $4,859+64.7% | $4,754+68.4% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $10,634 | $12,406-14.3% | $10,767-1.2% | $11,409-6.8% |