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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 | $213,143 | $109,359+94.9% | $162,185+31.4% | $72,976+192.1% |
| Participation rate | 93.5% | 84.3%+9.3pp | 87.6%+6.0pp | 69.5%+24.1pp |
| Annual return | -8.69% | 25.46%-34.1pp | 115.61%-124.3pp | 81.02%-89.7pp |
| Employer contribution / active EE | $10,687 | $3,907+173.5% | $5,613+90.4% | $2,440+338.0% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $6,106 | $7,972-23.4% | $10,844-43.7% | $5,124+19.2% |