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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 | $169,245 | $138,385+22.3% | $184,243-8.1% | $80,925+109.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | -1.09% | 20.02%-21.1pp | 28.82%-29.9pp | 35.65%-36.7pp |
| Employer contribution / active EE | $3,761 | $4,851-22.5% | $6,427-41.5% | $2,756+36.5% |
| Participant deferral / active EE | $5,329 | $7,075-24.7% | $9,132-41.6% | $4,299+24.0% |
| Admin fee / account holder | $3,324 | $10,489-68.3% | $13,914-76.1% | $6,940-52.1% |