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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 | $132,108 | $138,102-4.3% | $125,381+5.4% | $134,532-1.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.88% | 750.73%-776.6pp | 572.31%-598.2pp | 418.27%-444.1pp |
| Employer contribution / active EE | $2,011 | $5,245-61.7% | $4,815-58.2% | $4,741-57.6% |
| Participant deferral / active EE | $11,043 | $7,801+41.6% | $7,448+48.3% | $6,401+72.5% |
| Admin fee / account holder | $17,683 | $11,568+52.9% | $10,007+76.7% | $11,429+54.7% |