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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 | $219,099 | $165,399+32.5% | $149,745+46.3% | $158,982+37.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -6.58% | 348.34%-354.9pp | 276.72%-283.3pp | 302.99%-309.6pp |
| Employer contribution / active EE | $9,725 | $5,105+90.5% | $4,646+109.3% | $4,763+104.2% |
| Participant deferral / active EE | $5,920 | $7,183-17.6% | $6,843-13.5% | $5,983-1.1% |
| Admin fee / account holder | $3,571 | $10,811-67.0% | $9,312-61.6% | $11,252-68.3% |