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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 | $181,203 | $181,896-0.4% | $156,551+15.7% | $273,972-33.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -36.32% | 30.74%-67.1pp | 32.23%-68.5pp | 41.46%-77.8pp |
| Employer contribution / active EE | $13,834 | $6,248+121.4% | $5,501+151.5% | $4,869+184.1% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7,305 | $15,560-53.1% | $13,028-43.9% | $10,133-27.9% |