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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 | $216,610 | $180,459+20.0% | $154,108+40.6% | $135,380+60.0% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -17.21% | 888.21%-905.4pp | 735.21%-752.4pp | 519.81%-537.0pp |
| Employer contribution / active EE | $10,068 | $6,035+66.8% | $5,298+90.1% | $4,779+110.7% |
| Participant deferral / active EE | $6,366 | $5,806+9.6% | $5,081+25.3% | $5,609+13.5% |
| Admin fee / account holder | $8,179 | $16,145-49.3% | $13,411-39.0% | $10,828-24.5% |