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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 | $157,478 | $181,062-13.0% | $158,223-0.5% | $155,188+1.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | -6.91% | 57.39%-64.3pp | 52.09%-59.0pp | 148.84%-155.7pp |
| Employer contribution / active EE | $1,371 | $4,565-70.0% | $4,109-66.6% | $4,248-67.7% |
| Participant deferral / active EE | $6,235 | $6,134+1.6% | $5,467+14.1% | $6,531-4.5% |
| Admin fee / account holder | $7,623 | $18,825-59.5% | $16,047-52.5% | $14,480-47.4% |