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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 | $182,850 | $190,916-4.2% | $160,037+14.3% | $134,545+35.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -34.42% | 552.79%-587.2pp | 408.95%-443.4pp | 418.37%-452.8pp |
| Employer contribution / active EE | $18,300 | $4,996+266.3% | $4,226+333.1% | $4,742+285.9% |
| Participant deferral / active EE | $20,500 | $6,925+196.0% | $6,184+231.5% | $6,401+220.2% |
| Admin fee / account holder | $1,238 | $10,497-88.2% | $8,716-85.8% | $11,431-89.2% |