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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 | $178,153 | $212,386-16.1% | $199,883-10.9% | $138,895+28.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | -2.12% | 47.75%-49.9pp | 43.81%-45.9pp | 145.39%-147.5pp |
| Employer contribution / active EE | $28,346 | $6,625+327.9% | $6,261+352.7% | $4,194+575.8% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $21,429 | $18,233+17.5% | $17,268+24.1% | $12,562+70.6% |