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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 | $117,022 | $117,859-0.7% | $102,438+14.2% | $145,959-19.8% |
| Participation rate | 95.5% | 78.6%+16.9pp | 76.5%+19.0pp | 80.3%+15.2pp |
| Annual return | -1.24% | 31.72%-33.0pp | 29.37%-30.6pp | 561.95%-563.2pp |
| Employer contribution / active EE | $17,442 | $3,615+382.5% | $3,024+476.9% | $4,661+274.2% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,689-100.0% |
| Admin fee / account holder | $14,023 | $13,318+5.3% | $9,448+48.4% | $13,398+4.7% |