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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 | $93,641 | $175,231-46.6% | $149,696-37.4% | $139,466-32.9% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | -6.97% | 166.77%-173.7pp | 134.46%-141.4pp | 373.66%-380.6pp |
| Employer contribution / active EE | $9,286 | $5,478+69.5% | $4,821+92.6% | $4,754+95.3% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,524 | $16,155-90.6% | $13,212-88.5% | $11,409-86.6% |