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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 | $222,749 | $160,059+39.2% | $140,019+59.1% | $135,382+64.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -12.36% | 911.44%-923.8pp | 651.15%-663.5pp | 519.77%-532.1pp |
| Employer contribution / active EE | $40,757 | $6,420+534.9% | $5,605+627.1% | $4,779+752.9% |
| Participant deferral / active EE | $11,625 | $7,641+52.1% | $6,927+67.8% | $5,609+107.3% |
| Admin fee / account holder | $2,584 | $13,328-80.6% | $10,705-75.9% | $10,829-76.1% |