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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 | $182,682 | $138,102+32.3% | $125,381+45.7% | $134,532+35.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.24% | 750.73%-772.0pp | 572.31%-593.5pp | 418.27%-439.5pp |
| Employer contribution / active EE | $4,143 | $5,245-21.0% | $4,815-14.0% | $4,741-12.6% |
| Participant deferral / active EE | $14,996 | $7,801+92.2% | $7,448+101.3% | $6,401+134.3% |
| Admin fee / account holder | $45,142 | $11,568+290.2% | $10,007+351.1% | $11,429+295.0% |