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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 | $182,988 | $71,872+154.6% | $86,691+111.1% | $68,495+167.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -18.83% | 3.53%-22.4pp | 35.94%-54.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,900 | $2,173+33.5% | $2,837+2.2% | $2,596+11.7% |
| Participant deferral / active EE | $9,270 | $3,779+145.3% | $4,656+99.1% | $4,028+130.2% |
| Admin fee / account holder | $5,435 | $6,112-11.1% | $7,492-27.5% | $5,403+0.6% |