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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 | $206,414 | $176,077+17.2% | $159,455+29.4% | $167,518+23.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -3.81% | 331.83%-335.6pp | 263.63%-267.4pp | 478.71%-482.5pp |
| Employer contribution / active EE | $26,245 | $5,298+395.4% | $4,830+443.3% | $4,838+442.4% |
| Participant deferral / active EE | $13,000 | $7,751+67.7% | $7,353+76.8% | $6,342+105.0% |
| Admin fee / account holder | $470 | $12,556-96.3% | $10,800-95.7% | $12,312-96.2% |