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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 | $159,934+44.2% | $147,005+56.9% | $145,959+58.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -9.74% | 98.24%-108.0pp | 418.76%-428.5pp | 561.95%-571.7pp |
| Employer contribution / active EE | $10,707 | $5,287+102.5% | $4,934+117.0% | $4,661+129.7% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $8,191 | $15,053-45.6% | $13,006-37.0% | $13,398-38.9% |