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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 | $155,537 | $67,411+130.7% | $91,004+70.9% | $70,126+121.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 6.70% | -40.16%+46.9pp | 4.60%+2.1pp | 73.15%-66.4pp |
| Employer contribution / active EE | $17,099 | $1,786+857.4% | $2,456+596.3% | $2,343+629.9% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,569 | $4,236-15.8% | $5,417-34.1% | $4,645-23.2% |