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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 | $50,315 | $105,200-52.2% | $159,474-68.4% | $85,847-41.4% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.8%+13.5pp | 69.3%+27.0pp |
| Annual return | -3.65% | 45.08%-48.7pp | 263.68%-267.3pp | 318.61%-322.3pp |
| Employer contribution / active EE | $3,519 | $3,319+6.0% | $4,831-27.2% | $2,565+37.2% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,062 | $6,934-70.3% | $10,802-80.9% | $6,261-67.1% |