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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 | $142,053 | $197,625-28.1% | $177,840-20.1% | $158,966-10.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -4.75% | 58.76%-63.5pp | 48.32%-53.1pp | 302.95%-307.7pp |
| Employer contribution / active EE | $14,329 | $6,698+113.9% | $5,919+142.1% | $4,762+200.9% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,312 | $15,405-91.5% | $12,431-89.4% | $11,250-88.3% |