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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 | $157,816 | $142,426+10.8% | $115,167+37.0% | $152,909+3.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | -0.71% | 41.48%-42.2pp | 35.60%-36.3pp | 345.46%-346.2pp |
| Employer contribution / active EE | $7,244 | $4,011+80.6% | $3,179+127.8% | $4,764+52.1% |
| Participant deferral / active EE | $2,835 | $5,165-45.1% | $4,169-32.0% | $5,851-51.5% |
| Admin fee / account holder | $1,108 | $8,464-86.9% | $7,089-84.4% | $11,601-90.5% |