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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 | $113,987 | $81,870+39.2% | $119,634-4.7% | $68,490+66.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -28.00% | -23.82%-4.2pp | -14.98%-13.0pp | -7.85%-20.2pp |
| Employer contribution / active EE | $7,115 | $2,692+164.3% | $4,232+68.1% | $2,597+174.0% |
| Participant deferral / active EE | $5,945 | $4,148+43.3% | $5,601+6.1% | $4,028+47.6% |
| Admin fee / account holder | $13,953 | $6,583+112.0% | $10,329+35.1% | $5,403+158.3% |