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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 | $227,383 | $167,362+35.9% | $143,799+58.1% | $134,532+69.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.83% | 0.47%-25.3pp | -0.04%-24.8pp | 418.27%-443.1pp |
| Employer contribution / active EE | $10,578 | $5,620+88.2% | $4,952+113.6% | $4,741+123.1% |
| Participant deferral / active EE | $10,285 | $6,447+59.5% | $5,638+82.4% | $6,401+60.7% |
| Admin fee / account holder | $172,842 | $18,094+855.2% | $14,677+1077.6% | $11,429+1412.4% |