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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 | $227,261 | $201,370+12.9% | $184,256+23.3% | $145,897+55.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -2.28% | 29.05%-31.3pp | 28.85%-31.1pp | 552.29%-554.6pp |
| Employer contribution / active EE | $21,201 | $7,024+201.8% | $6,427+229.9% | $4,663+354.7% |
| Participant deferral / active EE | $4,485 | $9,808-54.3% | $9,133-50.9% | $6,689-33.0% |
| Admin fee / account holder | $4,092 | $16,364-75.0% | $13,899-70.6% | $13,390-69.4% |