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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 | $162,420 | $159,934+1.6% | $147,005+10.5% | $145,959+11.3% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | -38.29% | 98.24%-136.5pp | 418.76%-457.1pp | 561.95%-600.2pp |
| Employer contribution / active EE | $37,814 | $5,287+615.2% | $4,934+666.4% | $4,661+711.3% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $8,749 | $15,053-41.9% | $13,006-32.7% | $13,398-34.7% |