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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 | $90,430 | $88,707+1.9% | $74,184+21.9% | $273,972-67.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -2.17% | 11.94%-14.1pp | 17.74%-19.9pp | 41.46%-43.6pp |
| Employer contribution / active EE | $3,929 | $3,159+24.3% | $2,370+65.8% | $4,869-19.3% |
| Participant deferral / active EE | $4,441 | $4,212+5.5% | $3,550+25.1% | $5,287-16.0% |
| Admin fee / account holder | $15,393 | $8,717+76.6% | $5,586+175.6% | $10,133+51.9% |