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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 | $139,970 | $160,059-12.6% | $140,0190% | $135,380+3.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -12.45% | 911.48%-923.9pp | 651.17%-663.6pp | 519.81%-532.3pp |
| Employer contribution / active EE | $13,739 | $6,420+114.0% | $5,605+145.1% | $4,779+187.5% |
| Participant deferral / active EE | $10,450 | $7,641+36.8% | $6,927+50.9% | $5,609+86.3% |
| Admin fee / account holder | $8,290 | $13,328-37.8% | $10,705-22.6% | $10,828-23.4% |