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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 | $216,701 | $138,102+56.9% | $125,381+72.8% | $134,532+61.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.72% | 750.73%-772.4pp | 572.31%-594.0pp | 418.27%-440.0pp |
| Employer contribution / active EE | $7,500 | $5,245+43.0% | $4,815+55.8% | $4,741+58.2% |
| Participant deferral / active EE | $11,932 | $7,801+53.0% | $7,448+60.2% | $6,401+86.4% |
| Admin fee / account holder | $66,340 | $11,568+473.5% | $10,007+562.9% | $11,429+480.5% |