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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 | $123,171 | $160,059-23.0% | $140,019-12.0% | $135,380-9.0% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.5%+1.4pp | 82.6%+6.2pp |
| Annual return | -10.20% | 911.48%-921.7pp | 651.17%-661.4pp | 519.81%-530.0pp |
| Employer contribution / active EE | $16,355 | $6,420+154.8% | $5,605+191.8% | $4,779+242.2% |
| Participant deferral / active EE | $10,824 | $7,641+41.7% | $6,927+56.3% | $5,609+93.0% |
| Admin fee / account holder | $453 | $13,328-96.6% | $10,705-95.8% | $10,828-95.8% |