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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 | $179,761 | $138,075+30.2% | $123,552+45.5% | $135,379+32.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -13.40% | 153.70%-167.1pp | 119.20%-132.6pp | 519.79%-533.2pp |
| Employer contribution / active EE | $2,172 | $5,152-57.8% | $4,628-53.1% | $4,779-54.6% |
| Participant deferral / active EE | $14,241 | $6,800+109.4% | $6,426+121.6% | $5,609+153.9% |
| Admin fee / account holder | $9,699 | $10,917-11.2% | $9,285+4.5% | $10,828-10.4% |