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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 | $230,696 | $168,635+36.8% | $147,617+56.3% | $125,389+84.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.75% | 77.65%-81.4pp | 61.98%-65.7pp | 282.24%-286.0pp |
| Employer contribution / active EE | $2,657 | $6,252-57.5% | $5,564-52.3% | $4,866-45.4% |
| Participant deferral / active EE | $4,713 | $5,507-14.4% | $4,895-3.7% | $5,352-11.9% |
| Admin fee / account holder | $4,759 | $13,580-65.0% | $11,612-59.0% | $9,541-50.1% |