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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 | $192,803 | $167,504+15.1% | $151,628+27.2% | $134,509+43.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -33.00% | 7.81%-40.8pp | 3.34%-36.3pp | 418.13%-451.1pp |
| Employer contribution / active EE | $38,982 | $6,828+470.9% | $6,165+532.3% | $4,741+722.3% |
| Participant deferral / active EE | $5,835 | $8,985-35.1% | $8,363-30.2% | $6,400-8.8% |
| Admin fee / account holder | $22,231 | $13,779+61.3% | $11,613+91.4% | $11,427+94.6% |