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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 | $116,088 | $73,978+56.9% | $96,515+20.3% | $75,173+54.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | -1.19% | 26.72%-27.9pp | 35.73%-36.9pp | 160.72%-161.9pp |
| Employer contribution / active EE | $3,613 | $2,931+23.3% | $3,740-3.4% | $2,671+35.3% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,727 | $5,219-47.7% | $6,735-59.5% | $5,651-51.7% |