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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 | $206,469 | $180,459+14.4% | $154,108+34.0% | $135,380+52.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.56% | 888.21%-898.8pp | 735.21%-745.8pp | 519.81%-530.4pp |
| Employer contribution / active EE | $11,375 | $6,035+88.5% | $5,298+114.7% | $4,779+138.0% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,322 | $16,145-85.6% | $13,411-82.7% | $10,828-78.6% |