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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 | $81,021 | $183,988-56.0% | $162,177-50.0% | $152,897-47.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | -0.15% | 150.79%-150.9pp | 115.60%-115.8pp | 345.43%-345.6pp |
| Employer contribution / active EE | $15,122 | $6,370+137.4% | $5,613+169.4% | $4,764+217.4% |
| Participant deferral / active EE | $12,623 | $8,032+57.2% | $7,297+73.0% | $5,851+115.7% |
| Admin fee / account holder | $526 | $13,123-96.0% | $10,843-95.1% | $11,599-95.5% |