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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 | $176,663 | $181,896-2.9% | $156,551+12.8% | $273,972-35.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -5.24% | 30.74%-36.0pp | 32.23%-37.5pp | 41.46%-46.7pp |
| Employer contribution / active EE | $11,056 | $6,248+76.9% | $5,501+101.0% | $4,869+127.1% |
| Participant deferral / active EE | $6,326 | $5,550+14.0% | $4,871+29.9% | $5,287+19.6% |
| Admin fee / account holder | $1,934 | $15,560-87.6% | $13,028-85.2% | $10,133-80.9% |