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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 | $111,752 | $63,764+75.3% | $81,926+36.4% | $79,858+39.9% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | -4.70% | 22.66%-27.4pp | 29.49%-34.2pp | 31.72%-36.4pp |
| Employer contribution / active EE | $5,208 | $1,795+190.1% | $4,310+20.8% | $2,471+110.8% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,002 | $4,426-54.8% | $5,159-61.2% | $5,306-62.3% |