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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 | $204,956 | $138,102+48.4% | $125,381+63.5% | $134,532+52.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.22% | 750.73%-775.9pp | 572.31%-597.5pp | 418.27%-443.5pp |
| Employer contribution / active EE | $19,840 | $5,245+278.2% | $4,815+312.0% | $4,741+318.5% |
| Participant deferral / active EE | $6,833 | $7,801-12.4% | $7,448-8.2% | $6,401+6.8% |
| Admin fee / account holder | $6,832 | $11,568-40.9% | $10,007-31.7% | $11,429-40.2% |