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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 | $122,537 | $97,761+25.3% | $83,850+46.1% | $135,382-9.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.09% | 1287.44%-1297.5pp | 850.92%-861.0pp | 519.77%-529.9pp |
| Employer contribution / active EE | $2,939 | $4,222-30.4% | $3,631-19.1% | $4,779-38.5% |
| Participant deferral / active EE | $11,892 | $4,682+154.0% | $4,082+191.3% | $5,609+112.0% |
| Admin fee / account holder | $4,874 | $6,674-27.0% | $5,478-11.0% | $10,829-55.0% |