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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 | $99,184 | $83,061+19.4% | $126,068-21.3% | $94,015+5.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 84.7%+15.3pp | 70.8%+29.2pp |
| Annual return | -12.39% | 20.41%-32.8pp | 15.01%-27.4pp | 17.84%-30.2pp |
| Employer contribution / active EE | $8,567 | $2,864+199.2% | $3,968+115.9% | $2,790+207.0% |
| Participant deferral / active EE | $0 | $7,042-100.0% | $8,214-100.0% | $4,249-100.0% |
| Admin fee / account holder | $5,204 | $7,208-27.8% | $18,264-71.5% | $8,951-41.9% |