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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 | $181,492 | $181,896-0.2% | $156,551+15.9% | $273,972-33.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -4.95% | 30.74%-35.7pp | 32.23%-37.2pp | 41.46%-46.4pp |
| Employer contribution / active EE | $19,470 | $6,248+211.6% | $5,501+253.9% | $4,869+299.9% |
| Participant deferral / active EE | $9,000 | $5,550+62.2% | $4,871+84.8% | $5,287+70.2% |
| Admin fee / account holder | $1,602 | $15,560-89.7% | $13,028-87.7% | $10,133-84.2% |