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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 | $138,799 | $168,636-17.7% | $147,618-6.0% | $125,388+10.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.03% | 77.65%-81.7pp | 61.98%-66.0pp | 282.24%-286.3pp |
| Employer contribution / active EE | $1,319 | $6,252-78.9% | $5,565-76.3% | $4,866-72.9% |
| Participant deferral / active EE | $6,886 | $5,507+25.0% | $4,895+40.7% | $5,352+28.7% |
| Admin fee / account holder | $9,804 | $13,580-27.8% | $11,612-15.6% | $9,541+2.8% |