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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 | $114,168 | $99,341+14.9% | $84,750+34.7% | $273,965-58.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -4.98% | 22.93%-27.9pp | 22.78%-27.8pp | 41.45%-46.4pp |
| Employer contribution / active EE | $12,046 | $4,214+185.9% | $3,574+237.0% | $4,869+147.4% |
| Participant deferral / active EE | $0 | $4,269-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $9,411 | $6,644+41.7% | $5,332+76.5% | $10,132-7.1% |