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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 | $134,015 | $110,307+21.5% | $96,576+38.8% | $139,456-3.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | -7.21% | 26.40%-33.6pp | 25.87%-33.1pp | 373.45%-380.7pp |
| Employer contribution / active EE | $2,723 | $3,619-24.8% | $2,965-8.2% | $4,753-42.7% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,711-100.0% |
| Admin fee / account holder | $9,698 | $11,597-16.4% | $8,253+17.5% | $11,407-15.0% |