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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 | $90,397 | $57,828+56.3% | $117,039-22.8% | $70,126+28.9% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | -2.01% | 17.55%-19.6pp | 18.95%-21.0pp | 73.15%-75.2pp |
| Employer contribution / active EE | $12,932 | $1,816+612.2% | $3,785+241.7% | $2,343+452.1% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,929-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,178 | $3,548-10.4% | $5,974-46.8% | $4,645-31.6% |