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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 | $99,166 | $63,082+57.2% | $81,716+21.4% | $79,852+24.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | -4.69% | 22.66%-27.4pp | 29.49%-34.2pp | 31.72%-36.4pp |
| Employer contribution / active EE | $2,129 | $1,795+18.6% | $4,310-50.6% | $2,471-13.9% |
| Participant deferral / active EE | $3,116 | $2,780+12.1% | $7,108-56.2% | $3,740-16.7% |
| Admin fee / account holder | $1,679 | $4,428-62.1% | $5,159-67.5% | $5,306-68.4% |