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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 | $220,578 | $138,102+59.7% | $125,381+75.9% | $134,532+64.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.84% | 750.73%-771.6pp | 572.31%-593.1pp | 418.27%-439.1pp |
| Employer contribution / active EE | $7,007 | $5,245+33.6% | $4,815+45.5% | $4,741+47.8% |
| Participant deferral / active EE | $17,253 | $7,801+121.2% | $7,448+131.7% | $6,401+169.5% |
| Admin fee / account holder | $86,677 | $11,568+649.3% | $10,007+766.2% | $11,429+658.4% |