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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 | $135,252 | $115,796+16.8% | $101,264+33.6% | $158,950-14.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -0.47% | 56.15%-56.6pp | 46.48%-47.0pp | 302.91%-303.4pp |
| Employer contribution / active EE | $3,125 | $4,175-25.2% | $3,660-14.6% | $4,762-34.4% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6,243 | $7,247-13.9% | $5,947+5.0% | $11,248-44.5% |