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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 | $188,756 | $160,059+17.9% | $140,019+34.8% | $135,380+39.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -12.64% | 911.48%-924.1pp | 651.17%-663.8pp | 519.81%-532.4pp |
| Employer contribution / active EE | $6,250 | $6,420-2.6% | $5,605+11.5% | $4,779+30.8% |
| Participant deferral / active EE | $2,701 | $7,641-64.6% | $6,927-61.0% | $5,609-51.8% |
| Admin fee / account holder | $2,023 | $13,328-84.8% | $10,705-81.1% | $10,828-81.3% |