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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 | $54,400 | $77,816-30.1% | $123,552-56.0% | $64,173-15.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -8.22% | 12.49%-20.7pp | 119.20%-127.4pp | 7.63%-15.9pp |
| Employer contribution / active EE | $9,152 | $3,014+203.6% | $4,628+97.7% | $2,381+284.4% |
| Participant deferral / active EE | $3,566 | $5,240-32.0% | $6,426-44.5% | $3,470+2.8% |
| Admin fee / account holder | $6,840 | $5,519+23.9% | $9,285-26.3% | $4,887+39.9% |