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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 | $84,513 | $132,310-36.1% | $105,754-20.1% | $273,972-69.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | -6.21% | 10.08%-16.3pp | 12.25%-18.5pp | 41.46%-47.7pp |
| Employer contribution / active EE | $1,256 | $4,867-74.2% | $4,079-69.2% | $4,869-74.2% |
| Participant deferral / active EE | $10,600 | $6,233+70.1% | $5,326+99.0% | $5,287+100.5% |
| Admin fee / account holder | $4,919 | $12,036-59.1% | $8,309-40.8% | $10,133-51.4% |