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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 | $200,939 | $167,362+20.1% | $143,799+39.7% | $134,532+49.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.68% | 0.47%-21.1pp | -0.04%-20.6pp | 418.27%-438.9pp |
| Employer contribution / active EE | $20,442 | $5,620+263.7% | $4,952+312.8% | $4,741+331.2% |
| Participant deferral / active EE | $7,422 | $6,447+15.1% | $5,638+31.6% | $6,401+15.9% |
| Admin fee / account holder | $4,403 | $18,094-75.7% | $14,677-70.0% | $11,429-61.5% |