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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 | $95,256 | $56,544+68.5% | $75,501+26.2% | $70,126+35.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | -1.05% | 23.59%-24.6pp | 27.35%-28.4pp | 73.15%-74.2pp |
| Employer contribution / active EE | $8,674 | $1,817+377.5% | $2,352+268.8% | $2,343+270.3% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,911 | $3,827+80.6% | $5,801+19.1% | $4,645+48.8% |