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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 | $169,260 | $162,812+4.0% | $133,971+26.3% | $158,966+6.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -4.31% | 41.94%-46.3pp | 45.09%-49.4pp | 302.95%-307.3pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,850 | $5,910+32.8% | $5,047+55.5% | $5,983+31.2% |
| Admin fee / account holder | $6,829 | $11,741-41.8% | $8,929-23.5% | $11,250-39.3% |