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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 | $220,693 | $168,635+30.9% | $147,617+49.5% | $125,389+76.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -6.45% | 77.65%-84.1pp | 61.98%-68.4pp | 282.24%-288.7pp |
| Employer contribution / active EE | $2,306 | $6,252-63.1% | $5,564-58.6% | $4,866-52.6% |
| Participant deferral / active EE | $3,179 | $5,507-42.3% | $4,895-35.1% | $5,352-40.6% |
| Admin fee / account holder | $15,172 | $13,580+11.7% | $11,612+30.7% | $9,541+59.0% |