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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 | $239,593 | $148,582+61.3% | $135,942+76.2% | $139,456+71.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -6.40% | 79.26%-85.7pp | 68.28%-74.7pp | 373.45%-379.8pp |
| Employer contribution / active EE | $7,706 | $5,245+46.9% | $4,858+58.6% | $4,753+62.1% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $9,244 | $12,402-25.5% | $10,764-14.1% | $11,407-19.0% |