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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 | $208,375 | $209,336-0.5% | $197,124+5.7% | $137,256+51.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | -11.80% | 48.09%-59.9pp | 44.34%-56.1pp | 220.34%-232.1pp |
| Employer contribution / active EE | $2,223 | $6,591-66.3% | $6,227-64.3% | $4,156-46.5% |
| Participant deferral / active EE | $5,037 | $9,614-47.6% | $9,135-44.9% | $6,407-21.4% |
| Admin fee / account holder | $384 | $17,308-97.8% | $16,298-97.6% | $12,270-96.9% |