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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 | $89,058 | $106,557-16.4% | $91,227-2.4% | $134,545-33.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -36.89% | 160.81%-197.7pp | 114.14%-151.0pp | 418.37%-455.3pp |
| Employer contribution / active EE | $19,530 | $3,332+486.1% | $2,851+585.0% | $4,742+311.9% |
| Participant deferral / active EE | $16,981 | $4,719+259.9% | $4,234+301.1% | $6,401+165.3% |
| Admin fee / account holder | $15,297 | $6,235+145.3% | $5,423+182.1% | $11,431+33.8% |