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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 | $167,297 | $117,895+41.9% | $102,460+63.3% | $145,897+14.7% |
| Participation rate | 95.2% | 78.6%+16.6pp | 76.5%+18.7pp | 80.3%+14.9pp |
| Annual return | -9.76% | 31.92%-41.7pp | 29.47%-39.2pp | 552.29%-562.0pp |
| Employer contribution / active EE | $11,664 | $3,619+222.3% | $3,025+285.6% | $4,663+150.2% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $8,986 | $13,353-32.7% | $9,460-5.0% | $13,390-32.9% |