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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 | $201,347 | $165,361+21.8% | $149,715+34.5% | $158,950+26.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -6.79% | 348.24%-355.0pp | 276.66%-283.5pp | 302.91%-309.7pp |
| Employer contribution / active EE | $12,689 | $5,103+148.6% | $4,645+173.2% | $4,762+166.5% |
| Participant deferral / active EE | $9,661 | $7,182+34.5% | $6,842+41.2% | $5,983+61.5% |
| Admin fee / account holder | $4,873 | $10,808-54.9% | $9,310-47.7% | $11,248-56.7% |