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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 | $117,141 | $92,743+26.3% | $82,744+41.6% | $134,532-12.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.85% | 946.63%-968.5pp | 702.22%-724.1pp | 418.27%-440.1pp |
| Employer contribution / active EE | $3,378 | $3,273+3.2% | $3,008+12.3% | $4,741-28.8% |
| Participant deferral / active EE | $4,526 | $4,802-5.7% | $4,395+3.0% | $6,401-29.3% |
| Admin fee / account holder | $8,503 | $5,977+42.3% | $5,325+59.7% | $11,429-25.6% |