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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 | $174,416 | $153,311+13.8% | $109,313+59.6% | $273,972-36.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -3.00% | 29.86%-32.9pp | 22.07%-25.1pp | 41.46%-44.5pp |
| Employer contribution / active EE | $7,655 | $5,619+36.2% | $3,892+96.7% | $4,869+57.2% |
| Participant deferral / active EE | $12,000 | $3,932+205.2% | $3,166+279.0% | $5,287+127.0% |
| Admin fee / account holder | $1,515 | $8,076-81.2% | $5,666-73.3% | $10,133-85.1% |