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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 | $153,356 | $121,701+26.0% | $104,639+46.6% | $158,982-3.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -3.82% | 465.72%-469.5pp | 340.67%-344.5pp | 302.99%-306.8pp |
| Employer contribution / active EE | $3,440 | $3,165+8.7% | $2,682+28.3% | $4,763-27.8% |
| Participant deferral / active EE | $1,444 | $4,176-65.4% | $3,738-61.4% | $5,983-75.9% |
| Admin fee / account holder | $17,469 | $7,778+124.6% | $6,465+170.2% | $11,252+55.3% |