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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 | $129,997 | $127,387+2.0% | $115,038+13.0% | $125,389+3.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.92% | 31.28%-35.2pp | 26.14%-30.1pp | 282.24%-286.2pp |
| Employer contribution / active EE | $13,000 | $5,166+151.6% | $4,608+182.1% | $4,866+167.2% |
| Participant deferral / active EE | $20,000 | $6,423+211.4% | $6,026+231.9% | $5,352+273.7% |
| Admin fee / account holder | $532 | $9,516-94.4% | $8,175-93.5% | $9,541-94.4% |