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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 | $93,092 | $63,082+47.6% | $81,726+13.9% | $79,856+16.6% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | -0.58% | 22.66%-23.2pp | 29.49%-30.1pp | 31.71%-32.3pp |
| Employer contribution / active EE | $6,006 | $1,795+234.5% | $4,311+39.3% | $2,471+143.0% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,741-100.0% |
| Admin fee / account holder | $7,324 | $4,428+65.4% | $5,160+41.9% | $5,306+38.0% |