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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 | $115,370 | $106,008+8.8% | $92,240+25.1% | $147,586-21.8% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | -0.23% | 50.05%-50.3pp | 176.29%-176.5pp | 578.59%-578.8pp |
| Employer contribution / active EE | $2,469 | $4,333-43.0% | $3,680-32.9% | $4,876-49.4% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,752 | $6,333-40.8% | $5,194-27.8% | $10,886-65.5% |