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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 | $141,554 | $181,896-22.2% | $156,551-9.6% | $273,972-48.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -1.33% | 30.74%-32.1pp | 32.23%-33.6pp | 41.46%-42.8pp |
| Employer contribution / active EE | $4,609 | $6,248-26.2% | $5,501-16.2% | $4,869-5.3% |
| Participant deferral / active EE | $10,000 | $5,550+80.2% | $4,871+105.3% | $5,287+89.1% |
| Admin fee / account holder | $27,606 | $15,560+77.4% | $13,028+111.9% | $10,133+172.5% |