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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 | $195,341 | $167,504+16.6% | $151,628+28.8% | $134,509+45.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.03% | 7.81%-29.8pp | 3.34%-25.4pp | 418.13%-440.2pp |
| Employer contribution / active EE | $4,102 | $6,828-39.9% | $6,165-33.5% | $4,741-13.5% |
| Participant deferral / active EE | $14,130 | $8,985+57.3% | $8,363+69.0% | $6,400+120.8% |
| Admin fee / account holder | $4,009 | $13,779-70.9% | $11,613-65.5% | $11,427-64.9% |