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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 | $128,184 | $110,083+16.4% | $151,639-15.5% | $68,486+87.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -19.22% | -10.12%-9.1pp | 3.34%-22.6pp | -7.85%-11.4pp |
| Employer contribution / active EE | $14,279 | $4,470+219.4% | $6,165+131.6% | $2,597+449.9% |
| Participant deferral / active EE | $18,588 | $6,526+184.8% | $8,363+122.3% | $4,028+361.5% |
| Admin fee / account holder | $4,750 | $7,718-38.4% | $11,613-59.1% | $5,404-12.1% |