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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 | $135,364 | $97,729+38.5% | $83,830+61.5% | $135,3790% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.41% | 1287.52%-1297.9pp | 850.97%-861.4pp | 519.79%-530.2pp |
| Employer contribution / active EE | $16,626 | $4,222+293.8% | $3,631+357.9% | $4,779+247.9% |
| Participant deferral / active EE | $13,297 | $4,683+184.0% | $4,082+225.7% | $5,609+137.1% |
| Admin fee / account holder | $1,725 | $6,674-74.1% | $5,479-68.5% | $10,828-84.1% |