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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 | $111,513 | $67,411+65.4% | $91,004+22.5% | $70,124+59.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 11.02% | -40.16%+51.2pp | 4.60%+6.4pp | 73.14%-62.1pp |
| Employer contribution / active EE | $7,764 | $1,786+334.8% | $2,456+216.2% | $2,342+231.5% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,168 | $4,236-1.6% | $5,417-23.1% | $4,645-10.3% |