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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 | $247,888 | $105,623+134.7% | $87,502+183.3% | $273,972-9.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | -1.90% | 12.26%-14.2pp | 12.21%-14.1pp | 41.46%-43.4pp |
| Employer contribution / active EE | $13,190 | $3,141+320.0% | $2,550+417.3% | $4,869+170.9% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $475 | $4,781-90.1% | $4,221-88.8% | $10,133-95.3% |