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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 | $158,709 | $144,130+10.1% | $117,861+34.7% | $147,586+7.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | -24.55% | 531.20%-555.7pp | 335.11%-359.7pp | 578.59%-603.1pp |
| Employer contribution / active EE | $20,978 | $4,897+328.4% | $3,786+454.1% | $4,876+330.2% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,028 | $10,887-72.2% | $8,021-62.2% | $10,886-72.2% |