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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 | $119,253 | $88,707+34.4% | $74,184+60.8% | $273,972-56.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -4.70% | 11.94%-16.6pp | 17.74%-22.4pp | 41.46%-46.2pp |
| Employer contribution / active EE | $17,056 | $3,159+439.9% | $2,370+619.6% | $4,869+250.3% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,504 | $8,717-25.4% | $5,586+16.4% | $10,133-35.8% |