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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 | $109,904+122.3% | $97,167+151.4% | $145,959+67.4% |
| Participation rate | 95.7% | 75.9%+19.7pp | 72.7%+23.0pp | 80.3%+15.4pp |
| Annual return | -1.46% | 243.43%-244.9pp | 75.27%-76.7pp | 561.95%-563.4pp |
| Employer contribution / active EE | $17,812 | $3,084+477.5% | $2,729+552.7% | $4,661+282.2% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $7,168 | $6,216+15.3% | $5,650+26.9% | $13,398-46.5% |