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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 | $223,294 | $138,102+61.7% | $125,381+78.1% | $134,532+66.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.51% | 750.73%-775.2pp | 572.31%-596.8pp | 418.27%-442.8pp |
| Employer contribution / active EE | $3,517 | $5,245-33.0% | $4,815-27.0% | $4,741-25.8% |
| Participant deferral / active EE | $15,249 | $7,801+95.5% | $7,448+104.7% | $6,401+138.2% |
| Admin fee / account holder | $3,430 | $11,568-70.4% | $10,007-65.7% | $11,429-70.0% |