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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 | $198,567 | $127,387+55.9% | $115,038+72.6% | $125,389+58.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -5.14% | 31.28%-36.4pp | 26.14%-31.3pp | 282.24%-287.4pp |
| Employer contribution / active EE | $13,759 | $5,166+166.3% | $4,608+198.6% | $4,866+182.8% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,271 | $9,516-86.6% | $8,175-84.5% | $9,541-86.7% |