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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 | $137,941 | $138,114-0.1% | $125,391+10.0% | $134,545+2.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.61% | 750.88%-774.5pp | 572.41%-596.0pp | 418.37%-442.0pp |
| Employer contribution / active EE | $15,006 | $5,246+186.1% | $4,816+211.6% | $4,742+216.5% |
| Participant deferral / active EE | $13,353 | $7,801+71.2% | $7,448+79.3% | $6,401+108.6% |
| Admin fee / account holder | $1,556 | $11,570-86.6% | $10,009-84.5% | $11,431-86.4% |