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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 | $184,895 | $99,345+86.1% | $84,753+118.2% | $273,972-32.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -4.48% | 22.93%-27.4pp | 22.78%-27.3pp | 41.46%-45.9pp |
| Employer contribution / active EE | $7,500 | $4,214+78.0% | $3,574+109.8% | $4,869+54.0% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,713 | $6,645-74.2% | $5,333-67.9% | $10,133-83.1% |