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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 | $117,895+22.6% | $102,460+41.0% | $145,897-1.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -5.40% | 31.92%-37.3pp | 29.47%-34.9pp | 552.29%-557.7pp |
| Employer contribution / active EE | $7,802 | $3,619+115.6% | $3,025+157.9% | $4,663+67.3% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,993 | $13,353-77.6% | $9,460-68.4% | $13,390-77.7% |