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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 | $151,683 | $93,598+62.1% | $135,974+11.6% | $75,173+101.8% |
| Participation rate | 95.2% | 75.2%+20.0pp | 81.9%+13.3pp | 67.2%+28.0pp |
| Annual return | -8.00% | 30.89%-38.9pp | 68.30%-76.3pp | 160.72%-168.7pp |
| Employer contribution / active EE | $9,075 | $3,538+156.5% | $4,859+86.8% | $2,671+239.8% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,292 | $6,978-24.2% | $10,767-50.9% | $5,651-6.4% |