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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 | $245,149 | $180,459+35.8% | $154,108+59.1% | $135,380+81.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -12.96% | 888.21%-901.2pp | 735.21%-748.2pp | 519.81%-532.8pp |
| Employer contribution / active EE | $16,595 | $6,035+175.0% | $5,298+213.3% | $4,779+247.3% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,306 | $16,145-67.1% | $13,411-60.4% | $10,828-51.0% |