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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 | $215,154 | $86,938+147.5% | $102,423+110.1% | $80,925+165.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | -5.57% | 18.89%-24.5pp | 29.42%-35.0pp | 35.65%-41.2pp |
| Employer contribution / active EE | $16,970 | $2,369+616.3% | $3,023+461.4% | $2,756+515.7% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $20,909 | $8,053+159.7% | $9,455+121.2% | $6,940+201.3% |