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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 | $122,388 | $138,114-11.4% | $125,391-2.4% | $134,545-9.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.43% | 750.88%-774.3pp | 572.41%-595.8pp | 418.37%-441.8pp |
| Employer contribution / active EE | $15,119 | $5,246+188.2% | $4,816+213.9% | $4,742+218.9% |
| Participant deferral / active EE | $11,424 | $7,801+46.4% | $7,448+53.4% | $6,401+78.5% |
| Admin fee / account holder | $308 | $11,570-97.3% | $10,009-96.9% | $11,431-97.3% |