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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 | $150,370 | $105,623+42.4% | $87,502+71.8% | $273,972-45.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | -3.66% | 12.26%-15.9pp | 12.21%-15.9pp | 41.46%-45.1pp |
| Employer contribution / active EE | $9,391 | $3,141+199.0% | $2,550+268.3% | $4,869+92.9% |
| Participant deferral / active EE | $14,875 | $3,601+313.1% | $3,149+372.4% | $5,287+181.3% |
| Admin fee / account holder | $1,948 | $4,781-59.3% | $4,221-53.9% | $10,133-80.8% |