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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 | $199,305 | $138,076+44.3% | $123,553+61.3% | $135,380+47.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.18% | 153.70%-163.9pp | 119.21%-129.4pp | 519.81%-530.0pp |
| Employer contribution / active EE | $27,500 | $5,152+433.8% | $4,628+494.2% | $4,779+475.4% |
| Participant deferral / active EE | $4,700 | $6,800-30.9% | $6,426-26.9% | $5,609-16.2% |
| Admin fee / account holder | $73,341 | $10,917+571.8% | $9,284+689.9% | $10,828+577.3% |