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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 | $178,450 | $167,353+6.6% | $143,797+24.1% | $134,545+32.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.67% | 0.48%-25.2pp | -0.04%-24.6pp | 418.37%-443.0pp |
| Employer contribution / active EE | $2,803 | $5,620-50.1% | $4,952-43.4% | $4,742-40.9% |
| Participant deferral / active EE | $6,729 | $6,447+4.4% | $5,638+19.3% | $6,401+5.1% |
| Admin fee / account holder | $4,770 | $18,096-73.6% | $14,679-67.5% | $11,431-58.3% |