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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 | $225,455 | $138,114+63.2% | $125,391+79.8% | $134,545+67.6% |
| Participation rate | 88.2% | 84.5%+3.7pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -34.42% | 750.88%-785.3pp | 572.41%-606.8pp | 418.37%-452.8pp |
| Employer contribution / active EE | $36,360 | $5,246+593.1% | $4,816+655.0% | $4,742+666.8% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,188 | $11,570-37.9% | $10,009-28.2% | $11,431-37.1% |