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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 | $216,903 | $160,070+35.5% | $147,117+47.4% | $145,897+48.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -11.24% | 98.69%-109.9pp | 420.54%-431.8pp | 552.29%-563.5pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $23,998 | $8,419+185.0% | $8,065+197.6% | $6,689+258.8% |
| Admin fee / account holder | $2,311 | $15,035-84.6% | $12,993-82.2% | $13,390-82.7% |