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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 | $117,859+41.9% | $102,438+63.3% | $145,959+14.6% |
| Participation rate | 95.2% | 78.6%+16.6pp | 76.5%+18.7pp | 80.3%+15.0pp |
| Annual return | -9.76% | 31.72%-41.5pp | 29.37%-39.1pp | 561.95%-571.7pp |
| Employer contribution / active EE | $11,664 | $3,615+222.7% | $3,024+285.8% | $4,661+150.3% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,689-100.0% |
| Admin fee / account holder | $8,986 | $13,318-32.5% | $9,448-4.9% | $13,398-32.9% |