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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 | $164,599 | $124,425+32.3% | $112,040+46.9% | $137,256+19.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | -34.29% | 24.72%-59.0pp | 24.52%-58.8pp | 220.34%-254.6pp |
| Employer contribution / active EE | $23,838 | $3,411+598.8% | $2,954+707.0% | $4,156+473.6% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $18,560 | $15,207+22.1% | $12,098+53.4% | $12,270+51.3% |