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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 | $196,934 | $138,076+42.6% | $123,553+59.4% | $135,380+45.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -20.46% | 153.70%-174.2pp | 119.21%-139.7pp | 519.81%-540.3pp |
| Employer contribution / active EE | $2,754 | $5,152-46.5% | $4,628-40.5% | $4,779-42.4% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,300 | $10,917-69.8% | $9,284-64.5% | $10,828-69.5% |