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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 | $202,426 | $174,379+16.1% | $152,093+33.1% | $138,895+45.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | -49.96% | 74.86%-124.8pp | 66.36%-116.3pp | 145.39%-195.3pp |
| Employer contribution / active EE | $5,529 | $4,652+18.9% | $4,175+32.4% | $4,194+31.8% |
| Participant deferral / active EE | $24,011 | $6,159+289.8% | $5,451+340.5% | $6,396+275.4% |
| Admin fee / account holder | $1,560,227 | $16,880+9143.0% | $14,497+10662.7% | $12,562+12320.1% |