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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 | $206,928 | $153,774+34.6% | $133,981+54.4% | $273,968-24.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -1.86% | 36.51%-38.4pp | 29.30%-31.2pp | 41.45%-43.3pp |
| Employer contribution / active EE | $1,481 | $6,029-75.4% | $5,211-71.6% | $4,869-69.6% |
| Participant deferral / active EE | $3,667 | $6,958-47.3% | $6,282-41.6% | $5,287-30.6% |
| Admin fee / account holder | $2,881 | $11,765-75.5% | $9,324-69.1% | $10,132-71.6% |