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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 | $144,932 | $76,551+89.3% | $123,894+17.0% | $62,881+130.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | -6.74% | 18.68%-25.4pp | 47.52%-54.3pp | 20.14%-26.9pp |
| Employer contribution / active EE | $13,222 | $2,882+358.7% | $4,617+186.4% | $2,281+479.7% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,556 | $4,826-5.6% | $8,357-45.5% | $4,296+6.1% |