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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 | $164,017 | $138,114+18.8% | $125,391+30.8% | $134,545+21.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.70% | 750.88%-774.6pp | 572.41%-596.1pp | 418.37%-442.1pp |
| Employer contribution / active EE | $4,519 | $5,246-13.8% | $4,816-6.2% | $4,742-4.7% |
| Participant deferral / active EE | $7,911 | $7,801+1.4% | $7,448+6.2% | $6,401+23.6% |
| Admin fee / account holder | $325 | $11,570-97.2% | $10,009-96.8% | $11,431-97.2% |