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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 | $95,024 | $43,344+119.2% | $59,899+58.6% | $64,173+48.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -13.43% | -1.55%-11.9pp | 3.46%-16.9pp | 7.63%-21.1pp |
| Employer contribution / active EE | $3,267 | $2,030+61.0% | $2,723+20.0% | $2,381+37.2% |
| Participant deferral / active EE | $4,482 | $2,547+75.9% | $3,402+31.7% | $3,470+29.2% |
| Admin fee / account holder | $26,355 | $3,008+776.1% | $3,592+633.7% | $4,887+439.3% |