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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 | $93,484 | $78,423+19.2% | $95,964-2.6% | $79,856+17.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | -17.30% | 19.37%-36.7pp | 91.64%-108.9pp | 31.71%-49.0pp |
| Employer contribution / active EE | $9,647 | $1,945+395.9% | $2,541+279.6% | $2,471+290.4% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,928 | $5,622-30.1% | $6,797-42.2% | $5,306-26.0% |