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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 | $33,865 | $138,072-75.5% | $123,549-72.6% | $135,382-75.0% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | -12.13% | 153.69%-165.8pp | 119.20%-131.3pp | 519.77%-531.9pp |
| Employer contribution / active EE | $16,695 | $5,152+224.1% | $4,628+260.7% | $4,779+249.3% |
| Participant deferral / active EE | $6,087 | $6,799-10.5% | $6,426-5.3% | $5,609+8.5% |
| Admin fee / account holder | $11,460 | $10,917+5.0% | $9,284+23.4% | $10,829+5.8% |