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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 | $149,991 | $138,102+8.6% | $125,381+19.6% | $134,532+11.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -26.29% | 750.73%-777.0pp | 572.31%-598.6pp | 418.27%-444.6pp |
| Employer contribution / active EE | $2,612 | $5,245-50.2% | $4,815-45.7% | $4,741-44.9% |
| Participant deferral / active EE | $9,837 | $7,801+26.1% | $7,448+32.1% | $6,401+53.7% |
| Admin fee / account holder | $2,380 | $11,568-79.4% | $10,007-76.2% | $11,429-79.2% |