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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 | $132,119 | $168,636-21.7% | $147,618-10.5% | $125,388+5.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.31% | 77.65%-82.0pp | 61.98%-66.3pp | 282.24%-286.5pp |
| Employer contribution / active EE | $13,791 | $6,252+120.6% | $5,565+147.8% | $4,866+183.4% |
| Participant deferral / active EE | $12,108 | $5,507+119.9% | $4,895+147.3% | $5,352+126.3% |
| Admin fee / account holder | $4,198 | $13,580-69.1% | $11,612-63.8% | $9,541-56.0% |