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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 | $156,251 | $183,592-14.9% | $155,567+0.4% | $145,959+7.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -8.30% | 61.24%-69.5pp | 64.74%-73.0pp | 561.95%-570.3pp |
| Employer contribution / active EE | $8,352 | $5,315+57.1% | $4,674+78.7% | $4,661+79.2% |
| Participant deferral / active EE | $9,042 | $6,464+39.9% | $5,628+60.7% | $6,689+35.2% |
| Admin fee / account holder | $958 | $19,318-95.0% | $15,916-94.0% | $13,398-92.9% |