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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 | $194,685 | $165,361+17.7% | $149,715+30.0% | $158,950+22.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -1.28% | 348.24%-349.5pp | 276.66%-277.9pp | 302.91%-304.2pp |
| Employer contribution / active EE | $2,855 | $5,103-44.1% | $4,645-38.5% | $4,762-40.0% |
| Participant deferral / active EE | $7,877 | $7,182+9.7% | $6,842+15.1% | $5,983+31.7% |
| Admin fee / account holder | $1,529 | $10,808-85.9% | $9,310-83.6% | $11,248-86.4% |