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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 | $193,688 | $154,228+25.6% | $145,433+33.2% | $137,256+41.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -6.41% | 74.59%-81.0pp | 66.58%-73.0pp | 220.34%-226.8pp |
| Employer contribution / active EE | $5,081 | $4,804+5.8% | $4,554+11.6% | $4,156+22.3% |
| Participant deferral / active EE | $7,849 | $8,216-4.5% | $7,897-0.6% | $6,407+22.5% |
| Admin fee / account holder | $2,567 | $14,344-82.1% | $13,129-80.4% | $12,270-79.1% |