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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 | $100,026 | $97,729+2.4% | $83,830+19.3% | $135,379-26.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -15.32% | 1287.52%-1302.8pp | 850.97%-866.3pp | 519.79%-535.1pp |
| Employer contribution / active EE | $14,415 | $4,222+241.4% | $3,631+297.0% | $4,779+201.6% |
| Participant deferral / active EE | $12,333 | $4,683+163.4% | $4,082+202.1% | $5,609+119.9% |
| Admin fee / account holder | $1,424 | $6,674-78.7% | $5,479-74.0% | $10,828-86.8% |