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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 | $144,393 | $153,311-5.8% | $109,313+32.1% | $273,972-47.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -11.98% | 29.86%-41.8pp | 22.07%-34.1pp | 41.46%-53.4pp |
| Employer contribution / active EE | $5,888 | $5,619+4.8% | $3,892+51.3% | $4,869+20.9% |
| Participant deferral / active EE | $16,100 | $3,932+309.4% | $3,166+408.5% | $5,287+204.5% |
| Admin fee / account holder | $4,240 | $8,076-47.5% | $5,666-25.2% | $10,133-58.2% |