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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 | $200,307 | $138,114+45.0% | $125,391+59.7% | $134,545+48.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.59% | 750.88%-776.5pp | 572.41%-598.0pp | 418.37%-444.0pp |
| Employer contribution / active EE | $1,825 | $5,246-65.2% | $4,816-62.1% | $4,742-61.5% |
| Participant deferral / active EE | $5,573 | $7,801-28.6% | $7,448-25.2% | $6,401-12.9% |
| Admin fee / account holder | $6,433 | $11,570-44.4% | $10,009-35.7% | $11,431-43.7% |