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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 | $118,171 | $138,076-14.4% | $123,553-4.4% | $135,380-12.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.57% | 153.70%-165.3pp | 119.21%-130.8pp | 519.81%-531.4pp |
| Employer contribution / active EE | $1,473 | $5,152-71.4% | $4,628-68.2% | $4,779-69.2% |
| Participant deferral / active EE | $8,623 | $6,800+26.8% | $6,426+34.2% | $5,609+53.7% |
| Admin fee / account holder | $1,215 | $10,917-88.9% | $9,284-86.9% | $10,828-88.8% |