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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 | $199,423 | $211,946-5.9% | $169,452+17.7% | $135,380+47.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.46% | 3.26%-12.7pp | 1.83%-11.3pp | 519.81%-529.3pp |
| Employer contribution / active EE | $3,200 | $5,117-37.5% | $4,157-23.0% | $4,779-33.0% |
| Participant deferral / active EE | $12,333 | $6,075+103.0% | $5,277+133.7% | $5,609+119.9% |
| Admin fee / account holder | $3,608 | $11,472-68.5% | $9,110-60.4% | $10,828-66.7% |