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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 | $94,384 | $180,462-47.7% | $154,111-38.8% | $135,379-30.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.88% | 888.17%-900.1pp | 735.18%-747.1pp | 519.79%-531.7pp |
| Employer contribution / active EE | $15,469 | $6,036+156.3% | $5,298+192.0% | $4,779+223.7% |
| Participant deferral / active EE | $9,041 | $5,806+55.7% | $5,081+77.9% | $5,609+61.2% |
| Admin fee / account holder | $1,691 | $16,145-89.5% | $13,411-87.4% | $10,828-84.4% |