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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 | $208,257 | $138,114+50.8% | $125,391+66.1% | $134,545+54.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.38% | 750.88%-772.3pp | 572.41%-593.8pp | 418.37%-439.7pp |
| Employer contribution / active EE | $8,728 | $5,246+66.4% | $4,816+81.2% | $4,742+84.1% |
| Participant deferral / active EE | $7,878 | $7,801+1.0% | $7,448+5.8% | $6,401+23.1% |
| Admin fee / account holder | $2,210 | $11,570-80.9% | $10,009-77.9% | $11,431-80.7% |