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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 | $198,761 | $180,028+10.4% | $138,135+43.9% | $158,982+25.0% |
| Participation rate | 71.4% | 82.2%-10.8pp | 78.7%-7.3pp | 82.0%-10.5pp |
| Annual return | -4.13% | 21.68%-25.8pp | 20.51%-24.6pp | 302.99%-307.1pp |
| Employer contribution / active EE | $7,143 | $7,470-4.4% | $5,587+27.9% | $4,763+50.0% |
| Participant deferral / active EE | $0 | $7,717-100.0% | $6,431-100.0% | $5,983-100.0% |
| Admin fee / account holder | $727 | $17,912-95.9% | $11,856-93.9% | $11,252-93.5% |