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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 | $133,523 | $95,762+39.4% | $379,746-64.8% | $79,856+67.2% |
| Participation rate | 100.0% | 74.0%+26.0pp | 78.4%+21.6pp | 69.6%+30.4pp |
| Annual return | -0.97% | 18.26%-19.2pp | 34.90%-35.9pp | 31.71%-32.7pp |
| Employer contribution / active EE | $1,905 | $2,695-29.3% | $3,540-46.2% | $2,471-22.9% |
| Participant deferral / active EE | $0 | $4,705-100.0% | $6,024-100.0% | $3,741-100.0% |
| Admin fee / account holder | $15,875 | $6,745+135.4% | $7,927+100.3% | $5,306+199.2% |