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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 | $107,372 | $180,459-40.5% | $154,108-30.3% | $135,380-20.7% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -10.49% | 888.21%-898.7pp | 735.21%-745.7pp | 519.81%-530.3pp |
| Employer contribution / active EE | $24,760 | $6,035+310.3% | $5,298+367.4% | $4,779+418.1% |
| Participant deferral / active EE | $8,854 | $5,806+52.5% | $5,081+74.3% | $5,609+57.9% |
| Admin fee / account holder | $2,209 | $16,145-86.3% | $13,411-83.5% | $10,828-79.6% |