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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 | $243,533 | $157,296+54.8% | $141,191+72.5% | $152,897+59.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -9.20% | 64.34%-73.5pp | 71.41%-80.6pp | 345.43%-354.6pp |
| Employer contribution / active EE | $24,510 | $5,262+365.8% | $4,736+417.5% | $4,764+414.5% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $13,488 | $12,125+11.2% | $10,264+31.4% | $11,599+16.3% |