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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 | $182,572 | $160,040+14.1% | $147,096+24.1% | $145,877+25.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -16.57% | 98.49%-115.1pp | 419.75%-436.3pp | 551.28%-567.9pp |
| Employer contribution / active EE | $23,076 | $5,289+336.3% | $4,936+367.5% | $4,663+394.9% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,707 | $15,050-82.0% | $13,005-79.2% | $13,402-79.8% |