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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 | $153,152 | $160,059-4.3% | $140,019+9.4% | $135,380+13.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.61% | 911.48%-921.1pp | 651.17%-660.8pp | 519.81%-529.4pp |
| Employer contribution / active EE | $18,135 | $6,420+182.5% | $5,605+223.5% | $4,779+279.5% |
| Participant deferral / active EE | $9,449 | $7,641+23.7% | $6,927+36.4% | $5,609+68.5% |
| Admin fee / account holder | $22,696 | $13,328+70.3% | $10,705+112.0% | $10,828+109.6% |