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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 | $130,475 | $127,790+2.1% | $106,554+22.5% | $167,553-22.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | -9.53% | 33.88%-43.4pp | 26.80%-36.3pp | 478.89%-488.4pp |
| Employer contribution / active EE | $20,763 | $3,427+505.8% | $2,819+636.5% | $4,840+329.0% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,398-100.0% | $6,343-100.0% |
| Admin fee / account holder | $11,443 | $11,231+1.9% | $7,408+54.5% | $12,316-7.1% |