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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 | $103,802 | $178,174-41.7% | $156,181-33.5% | $137,256-24.4% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.8%+8.7pp | 80.0%+7.5pp |
| Annual return | -0.50% | 84.19%-84.7pp | 64.87%-65.4pp | 220.34%-220.8pp |
| Employer contribution / active EE | $17,579 | $4,972+253.6% | $4,294+309.4% | $4,156+323.0% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $14,371 | $17,404-17.4% | $14,586-1.5% | $12,270+17.1% |