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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 | $133,834 | $138,072-3.1% | $123,549+8.3% | $135,382-1.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.85% | 153.69%-163.5pp | 119.20%-129.1pp | 519.77%-529.6pp |
| Employer contribution / active EE | $12,848 | $5,152+149.4% | $4,628+177.6% | $4,779+168.9% |
| Participant deferral / active EE | $6,796 | $6,7990% | $6,426+5.8% | $5,609+21.2% |
| Admin fee / account holder | $1,646 | $10,917-84.9% | $9,284-82.3% | $10,829-84.8% |