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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 | $86,002 | $71,197+20.8% | $93,669-8.2% | $80,925+6.3% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | -2.76% | 11.27%-14.0pp | 133.59%-136.4pp | 35.65%-38.4pp |
| Employer contribution / active EE | $14,631 | $1,565+835.1% | $2,424+503.7% | $2,756+430.8% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,481 | $6,959+21.9% | $8,291+2.3% | $6,940+22.2% |