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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 | $195,797 | $197,819-1.0% | $155,789+25.7% | $125,389+56.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -4.08% | 86.73%-90.8pp | 71.54%-75.6pp | 282.24%-286.3pp |
| Employer contribution / active EE | $25,553 | $4,850+426.8% | $3,839+565.7% | $4,866+425.1% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,098 | $9,544-88.5% | $7,477-85.3% | $9,541-88.5% |