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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 | $113,415 | $65,712+72.6% | $57,196+98.3% | $273,972-58.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -0.57% | 22.01%-22.6pp | 14.59%-15.2pp | 41.46%-42.0pp |
| Employer contribution / active EE | $7,553 | $3,280+130.3% | $2,683+181.5% | $4,869+55.1% |
| Participant deferral / active EE | $5,279 | $3,782+39.6% | $3,096+70.5% | $5,287-0.2% |
| Admin fee / account holder | $12,856 | $4,838+165.8% | $3,141+309.4% | $10,133+26.9% |