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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 | $166,814 | $80,985+106.0% | $96,576+72.7% | $75,181+121.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | -8.24% | 27.05%-35.3pp | 25.87%-34.1pp | 160.69%-168.9pp |
| Employer contribution / active EE | $833 | $2,282-63.5% | $2,965-71.9% | $2,671-68.8% |
| Participant deferral / active EE | $2,738 | $3,929-30.3% | $4,851-43.6% | $4,126-33.6% |
| Admin fee / account holder | $6,683 | $6,719-0.5% | $8,253-19.0% | $5,650+18.3% |