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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 | $160,040+44.1% | $147,096+56.8% | $145,877+58.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -9.74% | 98.49%-108.2pp | 419.75%-429.5pp | 551.28%-561.0pp |
| Employer contribution / active EE | $10,707 | $5,289+102.4% | $4,936+116.9% | $4,663+129.6% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $8,191 | $15,050-45.6% | $13,005-37.0% | $13,402-38.9% |