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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 | $160,070+1.5% | $147,117+10.4% | $145,897+11.3% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | -38.29% | 98.69%-137.0pp | 420.54%-458.8pp | 552.29%-590.6pp |
| Employer contribution / active EE | $37,814 | $5,285+615.6% | $4,932+666.6% | $4,663+711.0% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $8,749 | $15,035-41.8% | $12,993-32.7% | $13,390-34.7% |