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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 | $178,611 | $215,361-17.1% | $171,082+4.4% | $273,972-34.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -0.28% | 25.14%-25.4pp | 32.56%-32.8pp | 41.46%-41.7pp |
| Employer contribution / active EE | $1,652 | $4,967-66.7% | $4,002-58.7% | $4,869-66.1% |
| Participant deferral / active EE | $9,110 | $5,543+64.3% | $4,797+89.9% | $5,287+72.3% |
| Admin fee / account holder | $5,627 | $10,846-48.1% | $8,520-34.0% | $10,133-44.5% |