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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 | $157,270+25.6% | $141,173+39.9% | $152,870+29.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | -2.84% | 64.33%-67.2pp | 71.40%-74.2pp | 345.34%-348.2pp |
| Employer contribution / active EE | $8,491 | $5,261+61.4% | $4,735+79.3% | $4,763+78.3% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,850-100.0% |
| Admin fee / account holder | $165,234 | $12,121+1263.2% | $10,262+1510.1% | $11,597+1324.9% |