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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 | $42,917+231.5% | $60,899+133.6% | $68,495+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 | 16.92%-35.8pp | -7.84%-11.1pp |
| Employer contribution / active EE | $10,624 | $1,979+436.9% | $2,702+293.2% | $2,596+309.2% |
| Participant deferral / active EE | $12,630 | $2,867+340.6% | $3,817+230.9% | $4,028+213.6% |
| Admin fee / account holder | $1,183 | $3,102-61.9% | $3,225-63.3% | $5,403-78.1% |