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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 | $176,350 | $180,459-2.3% | $154,108+14.4% | $135,380+30.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.19% | 888.21%-897.4pp | 735.21%-744.4pp | 519.81%-529.0pp |
| Employer contribution / active EE | $11,860 | $6,035+96.5% | $5,298+123.9% | $4,779+148.2% |
| Participant deferral / active EE | $6,427 | $5,806+10.7% | $5,081+26.5% | $5,609+14.6% |
| Admin fee / account holder | $946 | $16,145-94.1% | $13,411-92.9% | $10,828-91.3% |