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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 | $86,922+91.8% | $102,438+62.7% | $80,874+106.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | -1.53% | 18.90%-20.4pp | 29.37%-30.9pp | 35.62%-37.2pp |
| Employer contribution / active EE | $16,047 | $2,369+577.2% | $3,024+430.7% | $2,756+482.3% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $15,973 | $8,050+98.4% | $9,448+69.1% | $6,935+130.3% |