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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 | $81,611 | $72,177+13.1% | $115,038-29.1% | $59,633+36.9% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -8.38% | 12.02%-20.4pp | 26.14%-34.5pp | 2041.45%-2049.8pp |
| Employer contribution / active EE | $7,316 | $2,841+157.5% | $4,608+58.8% | $2,203+232.2% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,326 | $4,927-32.5% | $8,175-59.3% | $4,297-22.6% |