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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 | $80,662 | $181,896-55.7% | $156,551-48.5% | $273,972-70.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -1.83% | 30.74%-32.6pp | 32.23%-34.1pp | 41.46%-43.3pp |
| Employer contribution / active EE | $12,127 | $6,248+94.1% | $5,501+120.4% | $4,869+149.1% |
| Participant deferral / active EE | $9,434 | $5,550+70.0% | $4,871+93.7% | $5,287+78.4% |
| Admin fee / account holder | $1,111 | $15,560-92.9% | $13,028-91.5% | $10,133-89.0% |