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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 | $152,300 | $167,352-9.0% | $143,788+5.9% | $134,509+13.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.39% | 0.47%-20.9pp | -0.03%-20.4pp | 418.13%-438.5pp |
| Employer contribution / active EE | $9,006 | $5,620+60.3% | $4,952+81.9% | $4,741+90.0% |
| Participant deferral / active EE | $11,432 | $6,447+77.3% | $5,638+102.8% | $6,400+78.6% |
| Admin fee / account holder | $1,499 | $18,091-91.7% | $14,675-89.8% | $11,427-86.9% |