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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 | $201,956 | $166,020+21.6% | $164,866+22.5% | $145,959+38.4% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.6%+14.3pp | 80.3%+12.6pp |
| Annual return | -6.07% | 100.08%-106.1pp | 69.97%-76.0pp | 561.95%-568.0pp |
| Employer contribution / active EE | $15,898 | $5,275+201.4% | $4,343+266.1% | $4,661+241.1% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,033-100.0% | $6,689-100.0% |
| Admin fee / account holder | $9,677 | $16,644-41.9% | $12,689-23.7% | $13,398-27.8% |