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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 | $78,520+26.3% | $96,576+2.7% | $82,448+20.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | -12.39% | 41.30%-53.7pp | 38.47%-50.9pp | 41.64%-54.0pp |
| Employer contribution / active EE | $8,567 | $2,630+225.8% | $3,553+141.1% | $2,551+235.8% |
| Participant deferral / active EE | $0 | $6,754-100.0% | $7,956-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,204 | $13,455-61.3% | $11,381-54.3% | $7,234-28.1% |