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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 | $171,434 | $175,259-2.2% | $149,723+14.5% | $139,487+22.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -26.63% | 166.82%-193.5pp | 134.50%-161.1pp | 373.84%-400.5pp |
| Employer contribution / active EE | $15,667 | $5,478+186.0% | $4,821+224.9% | $4,755+229.5% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,029 | $16,158-93.6% | $13,215-92.2% | $11,407-91.0% |