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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 | $128,354 | $113,941+12.6% | $94,229+36.2% | $125,389+2.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -5.25% | 5.29%-10.5pp | 10.68%-15.9pp | 282.24%-287.5pp |
| Employer contribution / active EE | $13,527 | $4,727+186.2% | $3,587+277.1% | $4,866+178.0% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,813 | $8,392-78.4% | $6,269-71.1% | $9,541-81.0% |