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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 | $82,973 | $123,793-33.0% | $177,848-53.3% | $79,856+3.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | -13.35% | 22.82%-36.2pp | 48.33%-61.7pp | 31.71%-45.1pp |
| Employer contribution / active EE | $12,047 | $4,095+194.2% | $5,919+103.5% | $2,471+387.5% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,372 | $7,243-39.6% | $12,431-64.8% | $5,306-17.6% |