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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 | $137,951 | $81,504+69.3% | $102,437+34.7% | $80,959+70.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | -11.80% | 25.60%-37.4pp | 24.95%-36.7pp | 35.67%-47.5pp |
| Employer contribution / active EE | $21,395 | $3,104+589.4% | $3,871+452.7% | $2,757+676.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,594 | $6,719-46.5% | $8,388-57.2% | $6,925-48.1% |