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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 | $174,741 | $95,453+83.1% | $112,040+56.0% | $82,448+111.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | -11.15% | 23.92%-35.1pp | 24.52%-35.7pp | 41.64%-52.8pp |
| Employer contribution / active EE | $6,037 | $2,318+160.5% | $2,954+104.4% | $2,551+136.7% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,703 | $9,013-36.7% | $12,098-52.9% | $7,234-21.2% |