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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 | $144,491 | $117,829+22.6% | $102,423+41.1% | $145,877-0.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -5.40% | 31.83%-37.2pp | 29.42%-34.8pp | 551.28%-556.7pp |
| Employer contribution / active EE | $7,802 | $3,615+115.9% | $3,023+158.1% | $4,663+67.3% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,993 | $13,335-77.6% | $9,455-68.3% | $13,402-77.7% |