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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 | $188,371 | $201,370-6.5% | $184,256+2.2% | $145,897+29.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -5.67% | 29.05%-34.7pp | 28.85%-34.5pp | 552.29%-558.0pp |
| Employer contribution / active EE | $7,451 | $7,024+6.1% | $6,427+15.9% | $4,663+59.8% |
| Participant deferral / active EE | $16,701 | $9,808+70.3% | $9,133+82.9% | $6,689+149.7% |
| Admin fee / account holder | $21,826 | $16,364+33.4% | $13,899+57.0% | $13,390+63.0% |