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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 | $169,683 | $167,522+1.3% | $151,639+11.9% | $134,532+26.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -37.93% | 7.81%-45.7pp | 3.34%-41.3pp | 418.27%-456.2pp |
| Employer contribution / active EE | $27,194 | $6,828+298.3% | $6,165+341.1% | $4,741+473.6% |
| Participant deferral / active EE | $21,240 | $8,986+136.4% | $8,363+154.0% | $6,401+231.8% |
| Admin fee / account holder | $829 | $13,780-94.0% | $11,613-92.9% | $11,429-92.8% |