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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 | $91,578 | $87,546+4.6% | $75,784+20.8% | $125,389-27.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -5.87% | 13.49%-19.4pp | 9.68%-15.6pp | 282.24%-288.1pp |
| Employer contribution / active EE | $17,177 | $3,930+337.1% | $3,323+416.9% | $4,866+253.0% |
| Participant deferral / active EE | $5,643 | $4,230+33.4% | $3,652+54.5% | $5,352+5.5% |
| Admin fee / account holder | $993 | $6,503-84.7% | $5,300-81.3% | $9,541-89.6% |