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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 | $224,972 | $181,896+23.7% | $156,551+43.7% | $273,972-17.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -5.74% | 30.74%-36.5pp | 32.23%-38.0pp | 41.46%-47.2pp |
| Employer contribution / active EE | $16,419 | $6,248+162.8% | $5,501+198.5% | $4,869+237.2% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $19,497 | $15,560+25.3% | $13,028+49.7% | $10,133+92.4% |