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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 | $136,627 | $181,896-24.9% | $156,551-12.7% | $273,972-50.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -9.77% | 30.74%-40.5pp | 32.23%-42.0pp | 41.46%-51.2pp |
| Employer contribution / active EE | $6,000 | $6,248-4.0% | $5,501+9.1% | $4,869+23.2% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7,157 | $15,560-54.0% | $13,028-45.1% | $10,133-29.4% |