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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 | $192,685 | $125,778+53.2% | $114,563+68.2% | $154,746+24.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | -2.57% | 295.14%-297.7pp | 241.09%-243.7pp | 172.34%-174.9pp |
| Employer contribution / active EE | $13,000 | $2,806+363.3% | $2,592+401.5% | $4,379+196.9% |
| Participant deferral / active EE | $0 | $4,445-100.0% | $4,142-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,658 | $8,190-79.8% | $7,623-78.3% | $14,365-88.5% |