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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 | $97,219 | $77,816+24.9% | $123,552-21.3% | $64,173+51.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -8.67% | 12.49%-21.2pp | 119.20%-127.9pp | 7.63%-16.3pp |
| Employer contribution / active EE | $2,504 | $3,014-16.9% | $4,628-45.9% | $2,381+5.2% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $7,898 | $5,519+43.1% | $9,285-14.9% | $4,887+61.6% |