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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 | $105,212 | $81,504+29.1% | $102,437+2.7% | $80,959+30.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | -4.97% | 25.60%-30.6pp | 24.95%-29.9pp | 35.67%-40.6pp |
| Employer contribution / active EE | $7,226 | $3,104+132.8% | $3,871+86.7% | $2,757+162.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,228 | $6,719-52.0% | $8,388-61.5% | $6,925-53.4% |