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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 | $187,396 | $112,915+66.0% | $90,965+106.0% | $158,950+17.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | -12.38% | 215.75%-228.1pp | 134.57%-146.9pp | 302.91%-315.3pp |
| Employer contribution / active EE | $1,535 | $2,894-47.0% | $2,122-27.7% | $4,762-67.8% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,453 | $8,044-7.3% | $5,960+25.1% | $11,248-33.7% |