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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 | $201,000 | $153,769+30.7% | $133,975+50.0% | $273,972-26.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -6.05% | 36.51%-42.6pp | 29.29%-35.3pp | 41.46%-47.5pp |
| Employer contribution / active EE | $3,440 | $6,029-42.9% | $5,211-34.0% | $4,869-29.4% |
| Participant deferral / active EE | $7,528 | $6,958+8.2% | $6,282+19.8% | $5,287+42.4% |
| Admin fee / account holder | $26,370 | $11,765+124.2% | $9,324+182.8% | $10,133+160.3% |