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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 | $166,691 | $86,949+91.7% | $102,460+62.7% | $80,959+105.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | -1.53% | 18.89%-20.4pp | 29.47%-31.0pp | 35.67%-37.2pp |
| Employer contribution / active EE | $16,047 | $2,370+577.2% | $3,025+430.4% | $2,757+482.0% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $15,973 | $8,048+98.5% | $9,460+68.9% | $6,925+130.7% |