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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 | $159,124 | $140,592+13.2% | $123,105+29.3% | $125,389+26.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -6.54% | 16.80%-23.3pp | 13.22%-19.8pp | 282.24%-288.8pp |
| Employer contribution / active EE | $15,750 | $6,041+160.7% | $5,151+205.8% | $4,866+223.7% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,061 | $11,198-81.6% | $9,014-77.1% | $9,541-78.4% |