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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 | $169,020 | $209,847-19.5% | $189,520-10.8% | $167,518+0.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | -3.08% | 748.45%-751.5pp | 555.25%-558.3pp | 478.71%-481.8pp |
| Employer contribution / active EE | $17,085 | $6,913+147.1% | $6,161+177.3% | $4,838+253.1% |
| Participant deferral / active EE | $13,264 | $8,934+48.5% | $8,220+61.4% | $6,342+109.1% |
| Admin fee / account holder | $501 | $14,295-96.5% | $12,046-95.8% | $12,312-95.9% |