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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 | $200,970 | $201,370-0.2% | $184,256+9.1% | $145,897+37.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -21.41% | 29.05%-50.5pp | 28.85%-50.3pp | 552.29%-573.7pp |
| Employer contribution / active EE | $4,585 | $7,024-34.7% | $6,427-28.7% | $4,663-1.7% |
| Participant deferral / active EE | $25,146 | $9,808+156.4% | $9,133+175.3% | $6,689+275.9% |
| Admin fee / account holder | $426 | $16,364-97.4% | $13,899-96.9% | $13,390-96.8% |