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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 | $198,624 | $153,769+29.2% | $133,975+48.3% | $273,972-27.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -1.58% | 36.51%-38.1pp | 29.29%-30.9pp | 41.46%-43.0pp |
| Employer contribution / active EE | $20,814 | $6,029+245.3% | $5,211+299.4% | $4,869+327.5% |
| Participant deferral / active EE | $3,386 | $6,958-51.3% | $6,282-46.1% | $5,287-36.0% |
| Admin fee / account holder | $17,311 | $11,765+47.1% | $9,324+85.6% | $10,133+70.8% |