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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 | $227,113 | $160,059+41.9% | $140,019+62.2% | $135,380+67.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.23% | 911.48%-920.7pp | 651.17%-660.4pp | 519.81%-529.0pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $10,125 | $7,641+32.5% | $6,927+46.2% | $5,609+80.5% |
| Admin fee / account holder | $1,745 | $13,328-86.9% | $10,705-83.7% | $10,828-83.9% |