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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 | $99,346 | $86,922+14.3% | $102,438-3.0% | $80,874+22.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | -8.73% | 18.90%-27.6pp | 29.37%-38.1pp | 35.62%-44.4pp |
| Employer contribution / active EE | $11,428 | $2,369+382.3% | $3,024+278.0% | $2,756+314.7% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $6,002 | $8,050-25.4% | $9,448-36.5% | $6,935-13.5% |