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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 | $95,805 | $101,798-5.9% | $165,071-42.0% | $80,935+18.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | -8.46% | 16.73%-25.2pp | 70.17%-78.6pp | 35.66%-44.1pp |
| Employer contribution / active EE | $2,894 | $2,954-2.1% | $4,347-33.4% | $2,757+5.0% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,133 | $8,221-74.1% | $12,695-83.2% | $6,924-69.2% |