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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 | $207,746 | $167,353+24.1% | $143,797+44.5% | $134,545+54.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.64% | 0.48%-24.1pp | -0.04%-23.6pp | 418.37%-442.0pp |
| Employer contribution / active EE | $11,473 | $5,620+104.1% | $4,952+131.7% | $4,742+142.0% |
| Participant deferral / active EE | $6,741 | $6,447+4.6% | $5,638+19.5% | $6,401+5.3% |
| Admin fee / account holder | $62,021 | $18,096+242.7% | $14,679+322.5% | $11,431+442.6% |