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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 | $174,044 | $138,102+26.0% | $125,381+38.8% | $134,532+29.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.98% | 750.73%-773.7pp | 572.31%-595.3pp | 418.27%-441.2pp |
| Employer contribution / active EE | $5,002 | $5,245-4.6% | $4,815+3.9% | $4,741+5.5% |
| Participant deferral / active EE | $15,713 | $7,801+101.4% | $7,448+111.0% | $6,401+145.5% |
| Admin fee / account holder | $3,141 | $11,568-72.8% | $10,007-68.6% | $11,429-72.5% |