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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 | $158,565 | $87,546+81.1% | $75,784+109.2% | $125,389+26.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -9.31% | 13.49%-22.8pp | 9.68%-19.0pp | 282.24%-291.6pp |
| Employer contribution / active EE | $9,412 | $3,930+139.5% | $3,323+183.2% | $4,866+93.4% |
| Participant deferral / active EE | $4,094 | $4,230-3.2% | $3,652+12.1% | $5,352-23.5% |
| Admin fee / account holder | $3,599 | $6,503-44.7% | $5,300-32.1% | $9,541-62.3% |