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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 | $97,550+79.1% | $120,344+45.2% | $87,485+99.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | -11.15% | 18.41%-29.6pp | 20.30%-31.5pp | 26.06%-37.2pp |
| Employer contribution / active EE | $6,037 | $2,291+163.5% | $3,020+99.9% | $2,596+132.5% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $5,703 | $9,543-40.2% | $12,742-55.2% | $7,775-26.7% |