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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 | $155,686 | $118,467+31.4% | $98,450+58.1% | $139,456+11.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | -3.77% | 18.95%-22.7pp | 21.16%-24.9pp | 373.45%-377.2pp |
| Employer contribution / active EE | $1,511 | $3,611-58.2% | $3,049-50.4% | $4,753-68.2% |
| Participant deferral / active EE | $3,275 | $5,393-39.3% | $4,739-30.9% | $6,711-51.2% |
| Admin fee / account holder | $10,083 | $14,057-28.3% | $8,961+12.5% | $11,407-11.6% |