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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 | $117,771 | $209,428-43.8% | $178,498-34.0% | $158,950-25.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -0.09% | 188.78%-188.9pp | 151.09%-151.2pp | 302.91%-303.0pp |
| Employer contribution / active EE | $10,005 | $5,707+75.3% | $5,011+99.7% | $4,762+110.1% |
| Participant deferral / active EE | $4,017 | $5,955-32.5% | $5,202-22.8% | $5,983-32.9% |
| Admin fee / account holder | $14,291 | $17,077-16.3% | $13,985+2.2% | $11,248+27.0% |