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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 | $103,699 | $88,707+16.9% | $74,184+39.8% | $273,972-62.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -0.58% | 11.94%-12.5pp | 17.74%-18.3pp | 41.46%-42.0pp |
| Employer contribution / active EE | $1,190 | $3,159-62.3% | $2,370-49.8% | $4,869-75.5% |
| Participant deferral / active EE | $2,971 | $4,212-29.5% | $3,550-16.3% | $5,287-43.8% |
| Admin fee / account holder | $22,973 | $8,717+163.6% | $5,586+311.3% | $10,133+126.7% |