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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 | $97,942 | $81,476+20.2% | $102,383-4.3% | $80,925+21.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | -23.56% | 25.59%-49.2pp | 24.94%-48.5pp | 35.65%-59.2pp |
| Employer contribution / active EE | $10,200 | $3,105+228.6% | $3,870+163.6% | $2,756+270.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,703 | $6,717-0.2% | $8,391-20.1% | $6,940-3.4% |