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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 | $157,895 | $138,076+14.4% | $123,553+27.8% | $135,380+16.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -42.29% | 153.70%-196.0pp | 119.21%-161.5pp | 519.81%-562.1pp |
| Employer contribution / active EE | $43,230 | $5,152+739.1% | $4,628+834.1% | $4,779+804.6% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,202 | $10,917-52.3% | $9,284-44.0% | $10,828-52.0% |