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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 | $71,057+21.0% | $93,654-8.2% | $80,874+6.3% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | -2.76% | 11.26%-14.0pp | 133.34%-136.1pp | 35.62%-38.4pp |
| Employer contribution / active EE | $14,631 | $1,564+835.5% | $2,421+504.4% | $2,756+430.9% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,413-100.0% | $4,297-100.0% |
| Admin fee / account holder | $8,481 | $6,944+22.1% | $8,282+2.4% | $6,935+22.3% |