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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 | $222,203 | $215,361+3.2% | $171,082+29.9% | $273,972-18.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -0.74% | 25.14%-25.9pp | 32.56%-33.3pp | 41.46%-42.2pp |
| Employer contribution / active EE | $24,655 | $4,967+396.4% | $4,002+516.1% | $4,869+406.4% |
| Participant deferral / active EE | $13,000 | $5,543+134.5% | $4,797+171.0% | $5,287+145.9% |
| Admin fee / account holder | $10,492 | $10,846-3.3% | $8,520+23.2% | $10,133+3.6% |