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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 | $155,547 | $180,462-13.8% | $154,111+0.9% | $135,379+14.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.36% | 888.17%-897.5pp | 735.18%-744.5pp | 519.79%-529.1pp |
| Employer contribution / active EE | $1,797 | $6,036-70.2% | $5,298-66.1% | $4,779-62.4% |
| Participant deferral / active EE | $6,508 | $5,806+12.1% | $5,081+28.1% | $5,609+16.0% |
| Admin fee / account holder | $1,725 | $16,145-89.3% | $13,411-87.1% | $10,828-84.1% |