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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 | $81,457+15.6% | $103,378-8.9% | $80,911+16.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | -13.89% | 25.58%-39.5pp | 24.91%-38.8pp | 35.63%-49.5pp |
| Employer contribution / active EE | $5,852 | $3,107+88.3% | $3,870+51.2% | $2,756+112.4% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,390 | $6,717-64.4% | $8,401-71.5% | $6,935-65.5% |