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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 | $204,245 | $138,102+47.9% | $125,381+62.9% | $134,532+51.8% |
| Participation rate | 95.2% | 84.5%+10.7pp | 82.4%+12.9pp | 81.2%+14.0pp |
| Annual return | -21.00% | 750.73%-771.7pp | 572.31%-593.3pp | 418.27%-439.3pp |
| Employer contribution / active EE | $4,443 | $5,245-15.3% | $4,815-7.7% | $4,741-6.3% |
| Participant deferral / active EE | $13,442 | $7,801+72.3% | $7,448+80.5% | $6,401+110.0% |
| Admin fee / account holder | $17,828 | $11,568+54.1% | $10,007+78.2% | $11,429+56.0% |