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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 | $85,130 | $67,411+26.3% | $91,004-6.5% | $70,126+21.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 5.34% | -40.16%+45.5pp | 4.60%+0.7pp | 73.15%-67.8pp |
| Employer contribution / active EE | $2,433 | $1,786+36.2% | $2,456-0.9% | $2,343+3.9% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,401 | $4,236-43.3% | $5,417-55.7% | $4,645-48.3% |