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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 | $182,541 | $127,387+43.3% | $115,038+58.7% | $125,389+45.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.76% | 31.28%-36.0pp | 26.14%-30.9pp | 282.24%-287.0pp |
| Employer contribution / active EE | $3,547 | $5,166-31.3% | $4,608-23.0% | $4,866-27.1% |
| Participant deferral / active EE | $10,350 | $6,423+61.1% | $6,026+71.7% | $5,352+93.4% |
| Admin fee / account holder | $1,624 | $9,516-82.9% | $8,175-80.1% | $9,541-83.0% |