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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 | $119,922 | $127,387-5.9% | $115,038+4.2% | $125,389-4.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -17.67% | 31.28%-49.0pp | 26.14%-43.8pp | 282.24%-299.9pp |
| Employer contribution / active EE | $2,500 | $5,166-51.6% | $4,608-45.7% | $4,866-48.6% |
| Participant deferral / active EE | $23,000 | $6,423+258.1% | $6,026+281.7% | $5,352+329.8% |
| Admin fee / account holder | $389 | $9,516-95.9% | $8,175-95.2% | $9,541-95.9% |