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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 | $66,154 | $99,345-33.4% | $84,753-21.9% | $273,972-75.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -3.31% | 22.93%-26.2pp | 22.78%-26.1pp | 41.46%-44.8pp |
| Employer contribution / active EE | $10,000 | $4,214+137.3% | $3,574+179.8% | $4,869+105.4% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $14,398 | $6,645+116.7% | $5,333+170.0% | $10,133+42.1% |