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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 | $200,945 | $99,345+102.3% | $84,753+137.1% | $273,972-26.7% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | -3.37% | 22.93%-26.3pp | 22.78%-26.1pp | 41.46%-44.8pp |
| Employer contribution / active EE | $11,838 | $4,214+180.9% | $3,574+231.2% | $4,869+143.1% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,139 | $6,645-82.9% | $5,333-78.6% | $10,133-88.8% |