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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 | $148,466 | $168,635-12.0% | $147,617+0.6% | $125,389+18.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.09% | 77.65%-82.7pp | 61.98%-67.1pp | 282.24%-287.3pp |
| Employer contribution / active EE | $11,744 | $6,252+87.8% | $5,564+111.0% | $4,866+141.3% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,663 | $13,580-87.8% | $11,612-85.7% | $9,541-82.6% |