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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 | $233,125 | $160,059+45.6% | $140,019+66.5% | $135,380+72.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -15.35% | 911.48%-926.8pp | 651.17%-666.5pp | 519.81%-535.2pp |
| Employer contribution / active EE | $20,000 | $6,420+211.5% | $5,605+256.8% | $4,779+318.5% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,286 | $13,328-75.3% | $10,705-69.3% | $10,828-69.7% |