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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 | $117,943 | $138,102-14.6% | $125,381-5.9% | $134,532-12.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.98% | 750.73%-778.7pp | 572.31%-600.3pp | 418.27%-446.2pp |
| Employer contribution / active EE | $4,416 | $5,245-15.8% | $4,815-8.3% | $4,741-6.9% |
| Participant deferral / active EE | $16,575 | $7,801+112.5% | $7,448+122.6% | $6,401+158.9% |
| Admin fee / account holder | $585 | $11,568-94.9% | $10,007-94.2% | $11,429-94.9% |