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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 | $220,333 | $209,405+5.2% | $178,486+23.4% | $158,931+38.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -1.03% | 188.77%-189.8pp | 151.08%-152.1pp | 302.86%-303.9pp |
| Employer contribution / active EE | $1,603 | $5,707-71.9% | $5,011-68.0% | $4,761-66.3% |
| Participant deferral / active EE | $7,783 | $5,954+30.7% | $5,202+49.6% | $5,982+30.1% |
| Admin fee / account holder | $5,333 | $17,076-68.8% | $13,985-61.9% | $11,247-52.6% |