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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 | $239,089 | $197,819+20.9% | $155,789+53.5% | $125,393+90.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -12.63% | 86.73%-99.4pp | 71.54%-84.2pp | 282.23%-294.9pp |
| Employer contribution / active EE | $1,957 | $4,850-59.6% | $3,839-49.0% | $4,866-59.8% |
| Participant deferral / active EE | $16,000 | $5,631+184.1% | $4,798+233.5% | $5,351+199.0% |
| Admin fee / account holder | $3,400 | $9,544-64.4% | $7,477-54.5% | $9,541-64.4% |