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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 | $229,588 | $178,174+28.9% | $156,181+47.0% | $137,256+67.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | -7.68% | 84.19%-91.9pp | 64.87%-72.6pp | 220.34%-228.0pp |
| Employer contribution / active EE | $3,018 | $4,972-39.3% | $4,294-29.7% | $4,156-27.4% |
| Participant deferral / active EE | $3,532 | $6,888-48.7% | $6,132-42.4% | $6,407-44.9% |
| Admin fee / account holder | $706 | $17,404-95.9% | $14,586-95.2% | $12,270-94.2% |