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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 | $141,971 | $138,072+2.8% | $123,549+14.9% | $135,382+4.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.76% | 153.69%-165.5pp | 119.20%-131.0pp | 519.77%-531.5pp |
| Employer contribution / active EE | $4,949 | $5,152-3.9% | $4,628+6.9% | $4,779+3.6% |
| Participant deferral / active EE | $7,626 | $6,799+12.2% | $6,426+18.7% | $5,609+36.0% |
| Admin fee / account holder | $4,405 | $10,917-59.6% | $9,284-52.6% | $10,829-59.3% |