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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 | $145,510 | $113,941+27.7% | $94,229+54.4% | $125,389+16.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -3.92% | 5.29%-9.2pp | 10.68%-14.6pp | 282.24%-286.2pp |
| Employer contribution / active EE | $11,082 | $4,727+134.4% | $3,587+209.0% | $4,866+127.7% |
| Participant deferral / active EE | $2,586 | $5,179-50.1% | $4,320-40.1% | $5,352-51.7% |
| Admin fee / account holder | $5,964 | $8,392-28.9% | $6,269-4.9% | $9,541-37.5% |