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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 | $112,512 | $103,949+8.2% | $69,182+62.6% | $273,972-58.9% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | -4.21% | 35.28%-39.5pp | -21.93%+17.7pp | 41.46%-45.7pp |
| Employer contribution / active EE | $6,000 | $1,783+236.5% | $1,206+397.4% | $4,869+23.2% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,897-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,324 | $3,671-63.9% | $2,697-50.9% | $10,133-86.9% |