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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 | $233,595 | $211,946+10.2% | $169,452+37.9% | $135,379+72.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -11.27% | 3.26%-14.5pp | 1.83%-13.1pp | 519.79%-531.1pp |
| Employer contribution / active EE | $29,500 | $5,117+476.5% | $4,157+609.7% | $4,779+517.3% |
| Participant deferral / active EE | $21,500 | $6,075+253.9% | $5,277+307.4% | $5,609+283.3% |
| Admin fee / account holder | $4,504 | $11,472-60.7% | $9,110-50.6% | $10,828-58.4% |