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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 | $99,625 | $81,446+22.3% | $103,374-3.6% | $80,874+23.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | -12.17% | 25.57%-37.7pp | 24.89%-37.1pp | 35.62%-47.8pp |
| Employer contribution / active EE | $15,655 | $3,107+403.9% | $3,869+304.6% | $2,756+468.1% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $8,773 | $6,715+30.6% | $8,394+4.5% | $6,935+26.5% |