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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 | $179,800 | $100,811+78.4% | $86,698+107.4% | $134,545+33.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -22.23% | 29.11%-51.3pp | 35.96%-58.2pp | 418.37%-440.6pp |
| Employer contribution / active EE | $2,464 | $3,490-29.4% | $2,837-13.1% | $4,742-48.0% |
| Participant deferral / active EE | $6,357 | $5,339+19.1% | $4,656+36.5% | $6,401-0.7% |
| Admin fee / account holder | $314 | $10,926-97.1% | $7,492-95.8% | $11,431-97.3% |