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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 | $165,101 | $153,769+7.4% | $133,975+23.2% | $273,972-39.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -3.07% | 36.51%-39.6pp | 29.29%-32.4pp | 41.46%-44.5pp |
| Employer contribution / active EE | $3,484 | $6,029-42.2% | $5,211-33.1% | $4,869-28.4% |
| Participant deferral / active EE | $11,120 | $6,958+59.8% | $6,282+77.0% | $5,287+110.3% |
| Admin fee / account holder | $7,500 | $11,765-36.2% | $9,324-19.6% | $10,133-26.0% |