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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 | $106,933 | $72,177+48.2% | $115,038-7.0% | $59,633+79.3% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -3.11% | 12.02%-15.1pp | 26.14%-29.3pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $10,414 | $2,841+266.5% | $4,608+126.0% | $2,203+372.8% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,770 | $4,927-3.2% | $8,175-41.7% | $4,297+11.0% |