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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 | $142,252 | $42,909+231.5% | $60,906+133.6% | $68,486+107.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -18.92% | -13.99%-4.9pp | 16.94%-35.9pp | -7.85%-11.1pp |
| Employer contribution / active EE | $10,624 | $1,979+436.9% | $2,703+293.0% | $2,597+309.2% |
| Participant deferral / active EE | $12,630 | $2,866+340.6% | $3,814+231.2% | $4,028+213.6% |
| Admin fee / account holder | $1,183 | $3,104-61.9% | $3,227-63.3% | $5,404-78.1% |