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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 | $204,692 | $168,635+21.4% | $147,617+38.7% | $125,389+63.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -9.28% | 77.65%-86.9pp | 61.98%-71.3pp | 282.24%-291.5pp |
| Employer contribution / active EE | $4,234 | $6,252-32.3% | $5,564-23.9% | $4,866-13.0% |
| Participant deferral / active EE | $6,833 | $5,507+24.1% | $4,895+39.6% | $5,352+27.7% |
| Admin fee / account holder | $497 | $13,580-96.3% | $11,612-95.7% | $9,541-94.8% |