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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 | $155,623 | $180,462-13.8% | $154,111+1.0% | $135,379+15.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.59% | 888.17%-899.8pp | 735.18%-746.8pp | 519.79%-531.4pp |
| Employer contribution / active EE | $10,561 | $6,036+75.0% | $5,298+99.3% | $4,779+121.0% |
| Participant deferral / active EE | $6,088 | $5,806+4.8% | $5,081+19.8% | $5,609+8.5% |
| Admin fee / account holder | $4,235 | $16,145-73.8% | $13,411-68.4% | $10,828-60.9% |