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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 | $231,381 | $166,242+39.2% | $165,071+40.2% | $145,884+58.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -14.79% | 100.44%-115.2pp | 70.17%-85.0pp | 551.85%-566.6pp |
| Employer contribution / active EE | $31,313 | $5,283+492.7% | $4,347+620.3% | $4,662+571.6% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $30,411 | $16,658+82.6% | $12,695+139.6% | $13,392+127.1% |