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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 | $138,777 | $148,629-6.6% | $135,982+2.1% | $139,487-0.5% |
| Participation rate | 95.7% | 83.9%+11.8pp | 81.9%+13.7pp | 80.3%+15.3pp |
| Annual return | -9.69% | 79.33%-89.0pp | 68.32%-78.0pp | 373.84%-383.5pp |
| Employer contribution / active EE | $9,223 | $5,247+75.8% | $4,859+89.8% | $4,755+94.0% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $7,576 | $12,406-38.9% | $10,767-29.6% | $11,407-33.6% |