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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 | $219,686 | $185,905+18.2% | $170,057+29.2% | $139,487+57.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -10.14% | 60.56%-70.7pp | 53.42%-63.6pp | 373.84%-384.0pp |
| Employer contribution / active EE | $2,778 | $7,597-63.4% | $6,790-59.1% | $4,755-41.6% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $10,890 | $15,397-29.3% | $12,826-15.1% | $11,407-4.5% |