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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 | $128,404 | $52,836+143.0% | $105,736+21.4% | $64,173+100.1% |
| Participation rate | 100.0% | 66.5%+33.5pp | 76.3%+23.7pp | 69.6%+30.4pp |
| Annual return | -8.16% | 14.30%-22.5pp | 6.27%-14.4pp | 7.63%-15.8pp |
| Employer contribution / active EE | $5,263 | $1,827+188.1% | $3,268+61.0% | $2,381+121.1% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $4,080-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,989 | $3,959-24.5% | $6,913-56.8% | $4,887-38.8% |