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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 | $219,953 | $190,879+15.2% | $160,009+37.5% | $134,532+63.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -26.89% | 552.63%-579.5pp | 408.85%-435.7pp | 418.27%-445.2pp |
| Employer contribution / active EE | $2,283 | $4,995-54.3% | $4,225-46.0% | $4,741-51.8% |
| Participant deferral / active EE | $24,717 | $6,924+257.0% | $6,183+299.8% | $6,401+286.1% |
| Admin fee / account holder | $4,037 | $10,495-61.5% | $8,715-53.7% | $11,429-64.7% |