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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 | $131,781 | $115,814+13.8% | $101,275+30.1% | $158,982-17.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -0.45% | 56.16%-56.6pp | 46.48%-46.9pp | 302.99%-303.4pp |
| Employer contribution / active EE | $26,345 | $4,176+530.9% | $3,660+619.8% | $4,763+453.1% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,476 | $7,249-24.5% | $5,948-7.9% | $11,252-51.3% |