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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 | $99,654 | $69,977+42.4% | $108,582-8.2% | $62,881+58.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | -2.81% | 10.73%-13.5pp | -51.70%+48.9pp | 20.14%-23.0pp |
| Employer contribution / active EE | $1,493 | $2,135-30.1% | $3,758-60.3% | $2,281-34.5% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $11,440 | $5,076+125.3% | $7,645+49.6% | $4,296+166.3% |