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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 | $249,795 | $162,785+53.5% | $133,959+86.5% | $158,950+57.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -1.53% | 41.94%-43.5pp | 45.09%-46.6pp | 302.91%-304.4pp |
| Employer contribution / active EE | $11,875 | $4,975+138.7% | $3,919+203.0% | $4,762+149.4% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $11,736 | $11,7380% | $8,928+31.5% | $11,248+4.3% |