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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 | $193,550 | $148,623+30.2% | $135,974+42.3% | $139,466+38.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -25.83% | 79.30%-105.1pp | 68.30%-94.1pp | 373.66%-399.5pp |
| Employer contribution / active EE | $32,591 | $5,246+521.2% | $4,859+570.8% | $4,754+585.6% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $104,679 | $12,406+743.8% | $10,767+872.3% | $11,409+817.5% |