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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 | $101,834 | $215,361-52.7% | $171,082-40.5% | $273,972-62.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -3.40% | 25.14%-28.5pp | 32.56%-36.0pp | 41.46%-44.9pp |
| Employer contribution / active EE | $2,391 | $4,967-51.9% | $4,002-40.3% | $4,869-50.9% |
| Participant deferral / active EE | $5,041 | $5,543-9.1% | $4,797+5.1% | $5,287-4.7% |
| Admin fee / account holder | $1,151 | $10,846-89.4% | $8,520-86.5% | $10,133-88.6% |