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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 | $237,479 | $232,540+2.1% | $185,117+28.3% | $147,585+60.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | -6.97% | 43.03%-50.0pp | 40.50%-47.5pp | 578.58%-585.6pp |
| Employer contribution / active EE | $3,158 | $5,195-39.2% | $4,182-24.5% | $4,876-35.2% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,647 | $10,275-64.5% | $8,159-55.3% | $10,886-66.5% |