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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 | $205,200 | $138,072+48.6% | $123,549+66.1% | $135,382+51.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.45% | 153.69%-164.1pp | 119.20%-129.6pp | 519.77%-530.2pp |
| Employer contribution / active EE | $39,000 | $5,152+657.0% | $4,628+742.7% | $4,779+716.1% |
| Participant deferral / active EE | $15,000 | $6,799+120.6% | $6,426+133.4% | $5,609+167.4% |
| Admin fee / account holder | $1,777 | $10,917-83.7% | $9,284-80.9% | $10,829-83.6% |