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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 | $122,381 | $140,592-13.0% | $123,105-0.6% | $125,389-2.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -11.26% | 16.80%-28.1pp | 13.22%-24.5pp | 282.24%-293.5pp |
| Employer contribution / active EE | $9,255 | $6,041+53.2% | $5,151+79.7% | $4,866+90.2% |
| Participant deferral / active EE | $14,830 | $6,980+112.5% | $6,229+138.1% | $5,352+177.1% |
| Admin fee / account holder | $411 | $11,198-96.3% | $9,014-95.4% | $9,541-95.7% |