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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 | $129,853 | $115,796+12.1% | $101,264+28.2% | $158,950-18.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -1.03% | 56.15%-57.2pp | 46.48%-47.5pp | 302.91%-303.9pp |
| Employer contribution / active EE | $20,043 | $4,175+380.1% | $3,660+447.6% | $4,762+320.9% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $30,048 | $7,247+314.6% | $5,947+405.3% | $11,248+167.1% |