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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 | $226,631 | $181,896+24.6% | $156,551+44.8% | $273,972-17.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -8.43% | 30.74%-39.2pp | 32.23%-40.7pp | 41.46%-49.9pp |
| Employer contribution / active EE | $23,072 | $6,248+269.3% | $5,501+319.4% | $4,869+373.9% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $36,154 | $15,560+132.3% | $13,028+177.5% | $10,133+256.8% |