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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 | $235,057 | $138,076+70.2% | $123,553+90.2% | $135,380+73.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.51% | 153.70%-166.2pp | 119.21%-131.7pp | 519.81%-532.3pp |
| Employer contribution / active EE | $3,114 | $5,152-39.6% | $4,628-32.7% | $4,779-34.8% |
| Participant deferral / active EE | $8,541 | $6,800+25.6% | $6,426+32.9% | $5,609+52.3% |
| Admin fee / account holder | $67,968 | $10,917+522.6% | $9,284+632.1% | $10,828+527.7% |