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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 | $242,190 | $168,635+43.6% | $147,617+64.1% | $125,389+93.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -22.72% | 77.65%-100.4pp | 61.98%-84.7pp | 282.24%-305.0pp |
| Employer contribution / active EE | $26,700 | $6,252+327.1% | $5,564+379.8% | $4,866+448.7% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $78,334 | $13,580+476.8% | $11,612+574.6% | $9,541+721.0% |