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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 | $98,499 | $72,404+36.0% | $110,243-10.7% | $64,173+53.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -8.04% | -6.29%-1.7pp | 314.76%-322.8pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,638 | $2,282-28.2% | $3,827-57.2% | $2,381-31.2% |
| Participant deferral / active EE | $6,682 | $3,469+92.6% | $4,672+43.0% | $3,470+92.6% |
| Admin fee / account holder | $2,418 | $5,664-57.3% | $8,548-71.7% | $4,887-50.5% |