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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 | $190,992 | $166,242+14.9% | $165,071+15.7% | $145,884+30.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 2.40% | 100.44%-98.0pp | 70.17%-67.8pp | 551.85%-549.5pp |
| Employer contribution / active EE | $6,000 | $5,283+13.6% | $4,347+38.0% | $4,662+28.7% |
| Participant deferral / active EE | $6,000 | $6,964-13.8% | $6,035-0.6% | $6,690-10.3% |
| Admin fee / account holder | $80,742 | $16,658+384.7% | $12,695+536.0% | $13,392+502.9% |