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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 | $96,875 | $65,712+47.4% | $57,196+69.4% | $273,972-64.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -2.46% | 22.01%-24.5pp | 14.59%-17.1pp | 41.46%-43.9pp |
| Employer contribution / active EE | $10,576 | $3,280+222.4% | $2,683+294.2% | $4,869+117.2% |
| Participant deferral / active EE | $3,605 | $3,782-4.7% | $3,096+16.4% | $5,287-31.8% |
| Admin fee / account holder | $22,484 | $4,838+364.8% | $3,141+615.9% | $10,133+121.9% |