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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 | $200,659 | $166,242+20.7% | $165,071+21.6% | $145,884+37.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.19% | 100.44%-92.3pp | 70.17%-62.0pp | 551.85%-543.7pp |
| Employer contribution / active EE | $1,773 | $5,283-66.4% | $4,347-59.2% | $4,662-62.0% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $9,162 | $16,658-45.0% | $12,695-27.8% | $13,392-31.6% |