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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 | $85,075 | $72,027+18.1% | $185,861-54.2% | $79,856+6.5% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | -10.49% | 23.13%-33.6pp | 35.96%-46.5pp | 31.71%-42.2pp |
| Employer contribution / active EE | $10,118 | $1,965+414.9% | $4,088+147.5% | $2,471+309.4% |
| Participant deferral / active EE | $0 | $3,780-100.0% | $5,634-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,833 | $4,513-15.1% | $9,503-59.7% | $5,306-27.8% |