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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 | $122,625 | $118,708+3.3% | $98,920+24.0% | $158,966-22.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | -0.84% | 372.49%-373.3pp | 196.47%-197.3pp | 302.95%-303.8pp |
| Employer contribution / active EE | $13,874 | $3,334+316.1% | $2,689+415.9% | $4,762+191.3% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $72,302 | $10,134+613.5% | $6,643+988.4% | $11,250+542.7% |