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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 | $169,281 | $138,102+22.6% | $125,381+35.0% | $134,532+25.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -43.81% | 750.73%-794.5pp | 572.31%-616.1pp | 418.27%-462.1pp |
| Employer contribution / active EE | $14,690 | $5,245+180.1% | $4,815+205.1% | $4,741+209.8% |
| Participant deferral / active EE | $13,980 | $7,801+79.2% | $7,448+87.7% | $6,401+118.4% |
| Admin fee / account holder | $11,040 | $11,568-4.6% | $10,007+10.3% | $11,429-3.4% |