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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 | $226,071 | $167,362+35.1% | $143,799+57.2% | $134,532+68.0% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -30.84% | 0.47%-31.3pp | -0.04%-30.8pp | 418.27%-449.1pp |
| Employer contribution / active EE | $6,954 | $5,620+23.7% | $4,952+40.4% | $4,741+46.7% |
| Participant deferral / active EE | $8,384 | $6,447+30.0% | $5,638+48.7% | $6,401+31.0% |
| Admin fee / account holder | $18,838 | $18,094+4.1% | $14,677+28.3% | $11,429+64.8% |