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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 | $207,451 | $180,459+15.0% | $154,108+34.6% | $135,380+53.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -13.44% | 888.21%-901.6pp | 735.21%-748.6pp | 519.81%-533.2pp |
| Employer contribution / active EE | $19,255 | $6,035+219.0% | $5,298+263.5% | $4,779+302.9% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,518 | $16,145-78.2% | $13,411-73.8% | $10,828-67.5% |