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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 | $180,440 | $144,130+25.2% | $117,861+53.1% | $147,586+22.3% |
| Participation rate | 93.8% | 83.4%+10.3pp | 79.7%+14.1pp | 82.8%+10.9pp |
| Annual return | -32.74% | 531.20%-563.9pp | 335.11%-367.9pp | 578.59%-611.3pp |
| Employer contribution / active EE | $16,832 | $4,897+243.7% | $3,786+344.6% | $4,876+245.2% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,364 | $10,887-59.9% | $8,021-45.6% | $10,886-59.9% |