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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 | $92,741 | $227,291-59.2% | $214,702-56.8% | $155,188-40.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | -22.53% | 60.08%-82.6pp | 54.55%-77.1pp | 148.84%-171.4pp |
| Employer contribution / active EE | $9,147 | $6,772+35.1% | $6,461+41.6% | $4,248+115.3% |
| Participant deferral / active EE | $17,381 | $9,582+81.4% | $9,147+90.0% | $6,531+166.1% |
| Admin fee / account holder | $11,259 | $20,413-44.8% | $19,830-43.2% | $14,480-22.2% |