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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 | $156,096 | $88,707+76.0% | $74,184+110.4% | $273,972-43.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -2.56% | 11.94%-14.5pp | 17.74%-20.3pp | 41.46%-44.0pp |
| Employer contribution / active EE | $2,361 | $3,159-25.3% | $2,370-0.4% | $4,869-51.5% |
| Participant deferral / active EE | $6,056 | $4,212+43.8% | $3,550+70.6% | $5,287+14.5% |
| Admin fee / account holder | $133,361 | $8,717+1429.9% | $5,586+2287.6% | $10,133+1216.2% |