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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 | $82,838 | $77,817+6.5% | $123,553-33.0% | $64,173+29.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -9.75% | 12.49%-22.2pp | 119.21%-129.0pp | 7.63%-17.4pp |
| Employer contribution / active EE | $3,462 | $3,014+14.9% | $4,628-25.2% | $2,381+45.4% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,212 | $5,519+12.6% | $9,284-33.1% | $4,887+27.1% |