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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 | $136,860+20.3% | $120,344+36.8% | $154,746+6.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | -34.29% | 21.38%-55.7pp | 20.30%-54.6pp | 172.34%-206.6pp |
| Employer contribution / active EE | $23,838 | $3,533+574.7% | $3,020+689.3% | $4,379+444.4% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $18,560 | $15,393+20.6% | $12,742+45.7% | $14,365+29.2% |