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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 | $221,901 | $65,685+237.8% | $57,181+288.1% | $273,965-19.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -1.09% | 21.99%-23.1pp | 14.59%-15.7pp | 41.45%-42.5pp |
| Employer contribution / active EE | $9,530 | $3,279+190.7% | $2,682+255.3% | $4,869+95.8% |
| Participant deferral / active EE | $10,457 | $3,781+176.6% | $3,096+237.8% | $5,287+97.8% |
| Admin fee / account holder | $1,729 | $4,835-64.2% | $3,139-44.9% | $10,132-82.9% |