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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 | $84,495 | $106,749-20.8% | $145,433-41.9% | $82,448+2.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | -16.78% | 27.59%-44.4pp | 66.58%-83.4pp | 41.64%-58.4pp |
| Employer contribution / active EE | $13,757 | $3,444+299.4% | $4,554+202.1% | $2,551+439.3% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $8,966 | $8,390+6.9% | $13,129-31.7% | $7,234+23.9% |