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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 | $100,173 | $140,592-28.7% | $123,105-18.6% | $125,389-20.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -4.49% | 16.80%-21.3pp | 13.22%-17.7pp | 282.24%-286.7pp |
| Employer contribution / active EE | $22,094 | $6,041+265.7% | $5,151+328.9% | $4,866+354.0% |
| Participant deferral / active EE | $16,150 | $6,980+131.4% | $6,229+159.3% | $5,352+201.8% |
| Admin fee / account holder | $575 | $11,198-94.9% | $9,014-93.6% | $9,541-94.0% |