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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 | $135,970 | $70,486+92.9% | $100,528+35.3% | $79,852+70.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | -4.60% | 21.90%-26.5pp | 30.90%-35.5pp | 31.72%-36.3pp |
| Employer contribution / active EE | $17,948 | $2,165+729.2% | $3,419+425.0% | $2,471+626.3% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $6,271-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,053 | $4,480-54.2% | $8,084-74.6% | $5,306-61.3% |