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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 | $99,037 | $49,025+102.0% | $87,502+13.2% | $62,881+57.5% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | -19.26% | 10.02%-29.3pp | 12.21%-31.5pp | 20.14%-39.4pp |
| Employer contribution / active EE | $10,704 | $1,372+680.3% | $2,550+319.8% | $2,281+369.3% |
| Participant deferral / active EE | $0 | $2,289-100.0% | $3,149-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,606 | $4,065-11.3% | $4,221-14.6% | $4,296-16.1% |