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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 | $230,659 | $160,070+44.1% | $147,117+56.8% | $145,897+58.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -9.74% | 98.69%-108.4pp | 420.54%-430.3pp | 552.29%-562.0pp |
| Employer contribution / active EE | $10,707 | $5,285+102.6% | $4,932+117.1% | $4,663+129.6% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $8,191 | $15,035-45.5% | $12,993-37.0% | $13,390-38.8% |