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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 | $226,123 | $135,956+66.3% | $123,894+82.5% | $273,972-17.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -0.13% | 56.63%-56.8pp | 47.52%-47.6pp | 41.46%-41.6pp |
| Employer contribution / active EE | $3,745 | $5,170-27.6% | $4,617-18.9% | $4,869-23.1% |
| Participant deferral / active EE | $5,100 | $6,343-19.6% | $5,984-14.8% | $5,287-3.5% |
| Admin fee / account holder | $5,569 | $9,817-43.3% | $8,357-33.4% | $10,133-45.0% |