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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 | $118,671 | $113,941+4.2% | $94,229+25.9% | $125,389-5.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -4.47% | 5.29%-9.8pp | 10.68%-15.2pp | 282.24%-286.7pp |
| Employer contribution / active EE | $2,904 | $4,727-38.6% | $3,587-19.0% | $4,866-40.3% |
| Participant deferral / active EE | $6,413 | $5,179+23.8% | $4,320+48.4% | $5,352+19.8% |
| Admin fee / account holder | $1,949 | $8,392-76.8% | $6,269-68.9% | $9,541-79.6% |