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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 | $119,296 | $99,345+20.1% | $84,753+40.8% | $273,972-56.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -0.74% | 22.93%-23.7pp | 22.78%-23.5pp | 41.46%-42.2pp |
| Employer contribution / active EE | $4,775 | $4,214+13.3% | $3,574+33.6% | $4,869-1.9% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,671 | $6,645-59.8% | $5,333-49.9% | $10,133-73.6% |