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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 | $214,071 | $198,457+7.9% | $170,435+25.6% | $147,586+45.0% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | -20.42% | 257.30%-277.7pp | 205.94%-226.4pp | 578.59%-599.0pp |
| Employer contribution / active EE | $18,936 | $6,183+206.3% | $5,432+248.6% | $4,876+288.3% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,436 | $16,852-79.6% | $13,881-75.2% | $10,886-68.4% |