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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 | $106,769 | $83,485+27.9% | $125,195-14.7% | $72,976+46.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | -16.88% | 25.77%-42.6pp | 43.79%-60.7pp | 81.02%-97.9pp |
| Employer contribution / active EE | $10,006 | $2,346+326.6% | $3,866+158.8% | $2,440+310.1% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,137 | $5,518-61.3% | $9,704-78.0% | $5,124-58.3% |