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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 | $234,467 | $160,059+46.5% | $140,019+67.5% | $135,380+73.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.62% | 911.48%-922.1pp | 651.17%-661.8pp | 519.81%-530.4pp |
| Employer contribution / active EE | $5,236 | $6,420-18.4% | $5,605-6.6% | $4,779+9.6% |
| Participant deferral / active EE | $19,747 | $7,641+158.4% | $6,927+185.1% | $5,609+252.1% |
| Admin fee / account holder | $1,880 | $13,328-85.9% | $10,705-82.4% | $10,828-82.6% |