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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 | $169,954 | $149,778+13.5% | $118,946+42.9% | $158,966+6.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | -16.42% | 19.95%-36.4pp | 35.89%-52.3pp | 302.95%-319.4pp |
| Employer contribution / active EE | $16,667 | $4,117+304.8% | $3,263+410.7% | $4,762+250.0% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,994 | $8,604-7.1% | $6,581+21.5% | $11,250-28.9% |