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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 | $153,979 | $135,956+13.3% | $123,894+24.3% | $273,972-43.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -2.95% | 56.63%-59.6pp | 47.52%-50.5pp | 41.46%-44.4pp |
| Employer contribution / active EE | $3,078 | $5,170-40.5% | $4,617-33.3% | $4,869-36.8% |
| Participant deferral / active EE | $9,086 | $6,343+43.3% | $5,984+51.8% | $5,287+71.9% |
| Admin fee / account holder | $405 | $9,817-95.9% | $8,357-95.2% | $10,133-96.0% |