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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 | $144,917 | $160,059-9.5% | $140,019+3.5% | $135,379+7.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.32% | 911.44%-920.8pp | 651.15%-660.5pp | 519.79%-529.1pp |
| Employer contribution / active EE | $4,450 | $6,420-30.7% | $5,605-20.6% | $4,779-6.9% |
| Participant deferral / active EE | $13,919 | $7,641+82.2% | $6,927+100.9% | $5,609+148.2% |
| Admin fee / account holder | $1,503 | $13,328-88.7% | $10,705-86.0% | $10,828-86.1% |