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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 | $151,480 | $133,981+13.1% | $112,249+35.0% | $134,532+12.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -24.68% | 47.16%-71.8pp | 27.48%-52.2pp | 418.27%-443.0pp |
| Employer contribution / active EE | $10,124 | $4,040+150.6% | $3,636+178.4% | $4,741+113.5% |
| Participant deferral / active EE | $10,167 | $5,292+92.1% | $4,729+115.0% | $6,401+58.8% |
| Admin fee / account holder | $459 | $7,492-93.9% | $6,412-92.8% | $11,429-96.0% |