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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 | $183,371 | $90,590+102.4% | $90,782+102.0% | $135,380+35.4% |
| Participation rate | 91.7% | 83.7%+7.9pp | 82.7%+9.0pp | 82.6%+9.0pp |
| Annual return | -9.17% | -3.40%-5.8pp | -3.42%-5.8pp | 519.81%-529.0pp |
| Employer contribution / active EE | $7,468 | $4,352+71.6% | $4,105+81.9% | $4,779+56.3% |
| Participant deferral / active EE | $11,662 | $5,407+115.7% | $5,366+117.3% | $5,609+107.9% |
| Admin fee / account holder | $7,792 | $7,683+1.4% | $5,908+31.9% | $10,828-28.0% |