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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 | $106,847 | $77,816+37.3% | $123,552-13.5% | $64,173+66.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -11.17% | 12.49%-23.7pp | 119.20%-130.4pp | 7.63%-18.8pp |
| Employer contribution / active EE | $17,317 | $3,014+474.6% | $4,628+274.2% | $2,381+627.4% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,899 | $5,519+6.9% | $9,285-36.5% | $4,887+20.7% |