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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 | $189,742 | $105,200+80.4% | $159,474+19.0% | $85,847+121.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | -8.17% | 45.08%-53.2pp | 263.68%-271.8pp | 318.61%-326.8pp |
| Employer contribution / active EE | $18,182 | $3,319+447.8% | $4,831+276.4% | $2,565+608.7% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $12,072 | $6,934+74.1% | $10,802+11.8% | $6,261+92.8% |