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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 | $113,042 | $56,054+101.7% | $171,082-33.9% | $62,881+79.8% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | -9.13% | 22.52%-31.6pp | 32.56%-41.7pp | 20.14%-29.3pp |
| Employer contribution / active EE | $22,806 | $1,731+1217.5% | $4,002+469.9% | $2,281+899.9% |
| Participant deferral / active EE | $0 | $3,158-100.0% | $4,797-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,513 | $3,647-31.1% | $8,520-70.5% | $4,296-41.5% |