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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 | $130,912 | $183,539-28.7% | $155,556-15.8% | $145,897-10.3% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | -9.82% | 61.31%-71.1pp | 64.84%-74.7pp | 552.29%-562.1pp |
| Employer contribution / active EE | $9,687 | $5,315+82.2% | $4,675+107.2% | $4,663+107.8% |
| Participant deferral / active EE | $20,279 | $6,467+213.6% | $5,631+260.1% | $6,689+203.2% |
| Admin fee / account holder | $498 | $19,275-97.4% | $15,885-96.9% | $13,390-96.3% |