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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 | $111,852 | $138,075-19.0% | $123,552-9.5% | $135,379-17.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -19.21% | 153.70%-172.9pp | 119.20%-138.4pp | 519.79%-539.0pp |
| Employer contribution / active EE | $28,870 | $5,152+460.4% | $4,628+523.8% | $4,779+504.1% |
| Participant deferral / active EE | $14,333 | $6,800+110.8% | $6,426+123.1% | $5,609+155.5% |
| Admin fee / account holder | $11,156 | $10,917+2.2% | $9,285+20.2% | $10,828+3.0% |