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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 | $190,555 | $168,635+13.0% | $147,617+29.1% | $125,389+52.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -9.17% | 77.65%-86.8pp | 61.98%-71.2pp | 282.24%-291.4pp |
| Employer contribution / active EE | $7,727 | $6,252+23.6% | $5,564+38.9% | $4,866+58.8% |
| Participant deferral / active EE | $4,511 | $5,507-18.1% | $4,895-7.8% | $5,352-15.7% |
| Admin fee / account holder | $2,032 | $13,580-85.0% | $11,612-82.5% | $9,541-78.7% |