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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 | $107,641 | $71,873+49.8% | $86,698+24.2% | $68,490+57.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -18.93% | 3.54%-22.5pp | 35.96%-54.9pp | -7.85%-11.1pp |
| Employer contribution / active EE | $8,049 | $2,173+270.4% | $2,837+183.7% | $2,597+210.0% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $15,183 | $6,110+148.5% | $7,492+102.7% | $5,403+181.0% |