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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 | $121,200 | $138,076-12.2% | $123,553-1.9% | $135,380-10.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -13.30% | 153.70%-167.0pp | 119.21%-132.5pp | 519.81%-533.1pp |
| Employer contribution / active EE | $14,421 | $5,152+179.9% | $4,628+211.6% | $4,779+201.8% |
| Participant deferral / active EE | $15,325 | $6,800+125.4% | $6,426+138.5% | $5,609+173.2% |
| Admin fee / account holder | $3,803 | $10,917-65.2% | $9,284-59.0% | $10,828-64.9% |