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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 | $210,251 | $166,020+26.6% | $164,866+27.5% | $145,959+44.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -6.52% | 100.08%-106.6pp | 69.97%-76.5pp | 561.95%-568.5pp |
| Employer contribution / active EE | $13,047 | $5,275+147.4% | $4,343+200.4% | $4,661+179.9% |
| Participant deferral / active EE | $20,333 | $6,961+192.1% | $6,033+237.0% | $6,689+204.0% |
| Admin fee / account holder | $1,404 | $16,644-91.6% | $12,689-88.9% | $13,398-89.5% |