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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 | $138,265 | $67,411+105.1% | $91,004+51.9% | $70,126+97.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 8.94% | -40.16%+49.1pp | 4.60%+4.3pp | 73.15%-64.2pp |
| Employer contribution / active EE | $7,576 | $1,786+324.2% | $2,456+208.5% | $2,343+223.4% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,973 | $4,236-29.8% | $5,417-45.1% | $4,645-36.0% |