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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 | $148,270 | $135,956+9.1% | $123,894+19.7% | $273,972-45.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -4.69% | 56.63%-61.3pp | 47.52%-52.2pp | 41.46%-46.1pp |
| Employer contribution / active EE | $6,380 | $5,170+23.4% | $4,617+38.2% | $4,869+31.0% |
| Participant deferral / active EE | $2,765 | $6,343-56.4% | $5,984-53.8% | $5,287-47.7% |
| Admin fee / account holder | $12,591 | $9,817+28.2% | $8,357+50.7% | $10,133+24.3% |