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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 | $99,333 | $209,422-52.6% | $178,503-44.4% | $158,982-37.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -1.50% | 188.81%-190.3pp | 151.12%-152.6pp | 302.99%-304.5pp |
| Employer contribution / active EE | $1,563 | $5,707-72.6% | $5,011-68.8% | $4,763-67.2% |
| Participant deferral / active EE | $8,400 | $5,955+41.1% | $5,202+61.5% | $5,983+40.4% |
| Admin fee / account holder | $6,202 | $17,079-63.7% | $13,987-55.7% | $11,252-44.9% |