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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 | $192,811 | $157,304+22.6% | $141,197+36.6% | $152,909+26.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -2.68% | 64.34%-67.0pp | 71.41%-74.1pp | 345.46%-348.1pp |
| Employer contribution / active EE | $8,491 | $5,263+61.3% | $4,736+79.3% | $4,764+78.2% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $172,741 | $12,126+1324.6% | $10,265+1582.8% | $11,601+1389.1% |