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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 | $104,379 | $106,749-2.2% | $145,433-28.2% | $82,448+26.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | -4.01% | 27.59%-31.6pp | 66.58%-70.6pp | 41.64%-45.7pp |
| Employer contribution / active EE | $25,068 | $3,444+627.8% | $4,554+450.4% | $2,551+882.7% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $9,207 | $8,390+9.7% | $13,129-29.9% | $7,234+27.3% |