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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 | $248,179 | $168,636+47.2% | $147,618+68.1% | $125,388+97.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -6.46% | 77.65%-84.1pp | 61.98%-68.4pp | 282.24%-288.7pp |
| Employer contribution / active EE | $4,374 | $6,252-30.0% | $5,565-21.4% | $4,866-10.1% |
| Participant deferral / active EE | $24,000 | $5,507+335.8% | $4,895+390.3% | $5,352+348.5% |
| Admin fee / account holder | $507 | $13,580-96.3% | $11,612-95.6% | $9,541-94.7% |