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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 | $188,760 | $87,834+114.9% | $133,975+40.9% | $62,881+200.2% |
| Participation rate | 96.0% | 83.4%+12.6pp | 87.1%+8.9pp | 69.3%+26.7pp |
| Annual return | -3.71% | 12.05%-15.8pp | 29.29%-33.0pp | 20.14%-23.9pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $17,406 | $5,372+224.0% | $9,324+86.7% | $4,296+305.2% |