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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 | $123,344 | $110,303+11.8% | $95,759+28.8% | $139,487-11.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -6.55% | 27.19%-33.7pp | 28.42%-35.0pp | 373.84%-380.4pp |
| Employer contribution / active EE | $21,329 | $3,261+554.1% | $2,836+652.0% | $4,755+348.6% |
| Participant deferral / active EE | $18,788 | $4,674+301.9% | $4,244+342.7% | $6,713+179.9% |
| Admin fee / account holder | $57,775 | $6,615+773.3% | $5,678+917.5% | $11,407+406.5% |