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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 | $165,129 | $226,135-27.0% | $182,558-9.5% | $152,909+8.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | -0.08% | 192.60%-192.7pp | 148.59%-148.7pp | 345.46%-345.5pp |
| Employer contribution / active EE | $13,989 | $4,979+181.0% | $4,076+243.2% | $4,764+193.6% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,878 | $10,707-35.8% | $8,594-20.0% | $11,601-40.7% |