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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 | $244,282 | $109,967+122.1% | $97,197+151.3% | $145,877+67.5% |
| Participation rate | 95.7% | 76.0%+19.7pp | 72.7%+23.0pp | 80.3%+15.3pp |
| Annual return | -1.46% | 244.27%-245.7pp | 75.47%-76.9pp | 551.28%-552.7pp |
| Employer contribution / active EE | $17,812 | $3,077+478.9% | $2,723+554.2% | $4,663+282.0% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $7,168 | $6,199+15.6% | $5,637+27.1% | $13,402-46.5% |