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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 | $197,485 | $157,304+25.5% | $141,197+39.9% | $152,909+29.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -2.84% | 64.34%-67.2pp | 71.41%-74.2pp | 345.46%-348.3pp |
| 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 | $165,234 | $12,126+1262.7% | $10,265+1509.7% | $11,601+1324.3% |