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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 | $56,384 | $77,817-27.5% | $123,553-54.4% | $64,173-12.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -9.88% | 12.49%-22.4pp | 119.21%-129.1pp | 7.63%-17.5pp |
| Employer contribution / active EE | $5,127 | $3,014+70.1% | $4,628+10.8% | $2,381+115.4% |
| Participant deferral / active EE | $9,493 | $5,240+81.2% | $6,426+47.7% | $3,470+173.6% |
| Admin fee / account holder | $1,641 | $5,519-70.3% | $9,284-82.3% | $4,887-66.4% |