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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 | $122,647 | $81,504+50.5% | $102,437+19.7% | $80,959+51.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | -4.63% | 25.60%-30.2pp | 24.95%-29.6pp | 35.67%-40.3pp |
| Employer contribution / active EE | $9,968 | $3,104+221.2% | $3,871+157.5% | $2,757+261.5% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,655 | $6,719-15.8% | $8,388-32.6% | $6,925-18.4% |