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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 | $107,884 | $168,635-36.0% | $147,617-26.9% | $125,389-14.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.24% | 77.65%-81.9pp | 61.98%-66.2pp | 282.24%-286.5pp |
| Employer contribution / active EE | $8,883 | $6,252+42.1% | $5,564+59.6% | $4,866+82.6% |
| Participant deferral / active EE | $8,836 | $5,507+60.5% | $4,895+80.5% | $5,352+65.1% |
| Admin fee / account holder | $6,059 | $13,580-55.4% | $11,612-47.8% | $9,541-36.5% |