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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 | $190,763 | $138,102+38.1% | $125,381+52.1% | $134,532+41.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.98% | 750.73%-771.7pp | 572.31%-593.3pp | 418.27%-439.2pp |
| Employer contribution / active EE | $8,000 | $5,245+52.5% | $4,815+66.1% | $4,741+68.7% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $17,615 | $11,568+52.3% | $10,007+76.0% | $11,429+54.1% |