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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 | $108,900 | $69,977+55.6% | $108,582+0.3% | $62,881+73.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | -7.65% | 10.73%-18.4pp | -51.70%+44.0pp | 20.14%-27.8pp |
| Employer contribution / active EE | $3,975 | $2,135+86.2% | $3,758+5.8% | $2,281+74.3% |
| Participant deferral / active EE | $7,321 | $3,165+131.3% | $4,311+69.8% | $3,203+128.6% |
| Admin fee / account holder | $9,902 | $5,076+95.0% | $7,645+29.5% | $4,296+130.5% |