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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 | $240,294 | $99,345+141.9% | $84,753+183.5% | $273,972-12.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -2.25% | 22.93%-25.2pp | 22.78%-25.0pp | 41.46%-43.7pp |
| Employer contribution / active EE | $11,131 | $4,214+164.2% | $3,574+211.4% | $4,869+128.6% |
| Participant deferral / active EE | $6,298 | $4,270+47.5% | $3,712+69.7% | $5,287+19.1% |
| Admin fee / account holder | $16,389 | $6,645+146.6% | $5,333+207.3% | $10,133+61.7% |