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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 | $178,319 | $160,059+11.4% | $140,019+27.4% | $135,380+31.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.56% | 911.48%-921.0pp | 651.17%-660.7pp | 519.81%-529.4pp |
| Employer contribution / active EE | $7,654 | $6,420+19.2% | $5,605+36.6% | $4,779+60.2% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,366 | $13,328-82.2% | $10,705-77.9% | $10,828-78.2% |