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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 | $150,371 | $138,075+8.9% | $123,552+21.7% | $135,379+11.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.82% | 153.70%-164.5pp | 119.20%-130.0pp | 519.79%-530.6pp |
| Employer contribution / active EE | $16,884 | $5,152+227.7% | $4,628+264.8% | $4,779+253.3% |
| Participant deferral / active EE | $11,205 | $6,800+64.8% | $6,426+74.4% | $5,609+99.8% |
| Admin fee / account holder | $3,730 | $10,917-65.8% | $9,285-59.8% | $10,828-65.6% |