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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 | $181,123 | $127,386+42.2% | $115,037+57.4% | $125,388+44.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.25% | 31.28%-35.5pp | 26.14%-30.4pp | 282.24%-286.5pp |
| Employer contribution / active EE | $8,625 | $5,166+67.0% | $4,608+87.2% | $4,866+77.2% |
| Participant deferral / active EE | $10,698 | $6,423+66.6% | $6,026+77.5% | $5,352+99.9% |
| Admin fee / account holder | $1,731 | $9,516-81.8% | $8,175-78.8% | $9,541-81.9% |