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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 | $162,550 | $168,636-3.6% | $147,618+10.1% | $125,388+29.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.77% | 77.65%-81.4pp | 61.98%-65.8pp | 282.24%-286.0pp |
| Employer contribution / active EE | $1,691 | $6,252-73.0% | $5,565-69.6% | $4,866-65.3% |
| Participant deferral / active EE | $4,220 | $5,507-23.4% | $4,895-13.8% | $5,352-21.2% |
| Admin fee / account holder | $878 | $13,580-93.5% | $11,612-92.4% | $9,541-90.8% |