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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 | $202,953 | $185,883+9.2% | $170,043+19.4% | $139,466+45.5% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | -13.56% | 60.54%-74.1pp | 53.40%-67.0pp | 373.66%-387.2pp |
| Employer contribution / active EE | $25,700 | $7,596+238.3% | $6,790+278.5% | $4,754+440.6% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $22,135 | $15,393+43.8% | $12,824+72.6% | $11,409+94.0% |