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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 | $117,846-0.7% | $102,434+14.2% | $145,884-19.8% |
| Participation rate | 95.5% | 78.6%+16.8pp | 76.5%+18.9pp | 80.3%+15.2pp |
| Annual return | -1.24% | 31.90%-33.1pp | 29.46%-30.7pp | 551.85%-553.1pp |
| Employer contribution / active EE | $17,442 | $3,615+382.5% | $3,023+477.0% | $4,662+274.1% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $14,023 | $13,356+5.0% | $9,462+48.2% | $13,392+4.7% |