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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 | $107,814 | $76,551+40.8% | $123,894-13.0% | $62,881+71.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | -1.63% | 18.68%-20.3pp | 47.52%-49.1pp | 20.14%-21.8pp |
| Employer contribution / active EE | $10,572 | $2,882+266.8% | $4,617+129.0% | $2,281+363.5% |
| Participant deferral / active EE | $8,446 | $4,840+74.5% | $5,984+41.1% | $3,203+163.7% |
| Admin fee / account holder | $5,165 | $4,826+7.0% | $8,357-38.2% | $4,296+20.2% |