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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 | $96,960 | $93,346+3.9% | $71,796+35.1% | $273,972-64.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | -0.19% | 130.39%-130.6pp | 78.04%-78.2pp | 41.46%-41.6pp |
| Employer contribution / active EE | $2,246 | $2,733-17.8% | $1,924+16.7% | $4,869-53.9% |
| Participant deferral / active EE | $3,408 | $3,475-1.9% | $2,794+22.0% | $5,287-35.5% |
| Admin fee / account holder | $9,701 | $6,571+47.6% | $4,815+101.5% | $10,133-4.3% |