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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 | $94,142 | $81,504+15.5% | $102,437-8.1% | $80,959+16.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | -13.89% | 25.60%-39.5pp | 24.95%-38.8pp | 35.67%-49.6pp |
| Employer contribution / active EE | $5,852 | $3,104+88.6% | $3,871+51.2% | $2,757+112.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,390 | $6,719-64.4% | $8,388-71.5% | $6,925-65.5% |