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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 | $162,960 | $97,020+68.0% | $83,322+95.6% | $135,379+20.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -11.89% | 12.31%-24.2pp | 10.64%-22.5pp | 519.79%-531.7pp |
| Employer contribution / active EE | $39,000 | $4,144+841.2% | $3,379+1054.2% | $4,779+716.1% |
| Participant deferral / active EE | $15,000 | $5,964+151.5% | $5,565+169.5% | $5,609+167.4% |
| Admin fee / account holder | $1,233 | $8,426-85.4% | $7,540-83.6% | $10,828-88.6% |