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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 | $214,276 | $127,387+68.2% | $115,038+86.3% | $125,389+70.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -11.78% | 31.28%-43.1pp | 26.14%-37.9pp | 282.24%-294.0pp |
| Employer contribution / active EE | $24,000 | $5,166+364.6% | $4,608+420.8% | $4,866+393.2% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $700 | $9,516-92.6% | $8,175-91.4% | $9,541-92.7% |