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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 | $106,663 | $99,345+7.4% | $84,753+25.9% | $273,972-61.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -9.81% | 22.93%-32.7pp | 22.78%-32.6pp | 41.46%-51.3pp |
| Employer contribution / active EE | $15,100 | $4,214+258.3% | $3,574+322.5% | $4,869+210.1% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $14,254 | $6,645+114.5% | $5,333+167.3% | $10,133+40.7% |