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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 | $177,169 | $157,304+12.6% | $141,197+25.5% | $152,909+15.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -6.91% | 64.34%-71.3pp | 71.41%-78.3pp | 345.46%-352.4pp |
| Employer contribution / active EE | $2,688 | $5,263-48.9% | $4,736-43.2% | $4,764-43.6% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,849 | $12,126-43.5% | $10,265-33.3% | $11,601-41.0% |