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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 | $148,365 | $152,612-2.8% | $125,192+18.5% | $152,897-3.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | -10.34% | 54.85%-65.2pp | 43.79%-54.1pp | 345.43%-355.8pp |
| Employer contribution / active EE | $25,937 | $4,947+424.3% | $3,866+570.9% | $4,764+444.5% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,120 | $13,437-39.6% | $9,704-16.3% | $11,599-30.0% |