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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 | $120,483 | $138,076-12.7% | $123,553-2.5% | $135,380-11.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -38.14% | 153.70%-191.8pp | 119.21%-157.3pp | 519.81%-557.9pp |
| Employer contribution / active EE | $3,066 | $5,152-40.5% | $4,628-33.8% | $4,779-35.8% |
| Participant deferral / active EE | $21,630 | $6,800+218.1% | $6,426+236.6% | $5,609+285.6% |
| Admin fee / account holder | $2,072 | $10,917-81.0% | $9,284-77.7% | $10,828-80.9% |