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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 | $166,935 | $168,635-1.0% | $147,617+13.1% | $125,389+33.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.08% | 77.65%-82.7pp | 61.98%-67.1pp | 282.24%-287.3pp |
| Employer contribution / active EE | $8,610 | $6,252+37.7% | $5,564+54.7% | $4,866+76.9% |
| Participant deferral / active EE | $5,550 | $5,507+0.8% | $4,895+13.4% | $5,352+3.7% |
| Admin fee / account holder | $1,565 | $13,580-88.5% | $11,612-86.5% | $9,541-83.6% |