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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 | $206,423 | $138,102+49.5% | $125,381+64.6% | $134,532+53.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.11% | 750.73%-772.8pp | 572.31%-594.4pp | 418.27%-440.4pp |
| Employer contribution / active EE | $7,429 | $5,245+41.6% | $4,815+54.3% | $4,741+56.7% |
| Participant deferral / active EE | $19,079 | $7,801+144.6% | $7,448+156.2% | $6,401+198.1% |
| Admin fee / account holder | $1,254 | $11,568-89.2% | $10,007-87.5% | $11,429-89.0% |