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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 | $81,768 | $79,961+2.3% | $98,462-17.0% | $75,177+8.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | -7.06% | 19.75%-26.8pp | 21.17%-28.2pp | 160.75%-167.8pp |
| Employer contribution / active EE | $4,971 | $2,264+119.6% | $3,049+63.1% | $2,671+86.1% |
| Participant deferral / active EE | $0 | $3,753-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $10,860 | $6,842+58.7% | $8,875+22.4% | $5,651+92.2% |