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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 | $163,586 | $63,703+156.8% | $93,063+75.8% | $82,448+98.4% |
| Participation rate | 82.9% | 63.8%+19.0pp | 72.1%+10.7pp | 68.1%+14.8pp |
| Annual return | 4.15% | -775.43%+779.6pp | 34.15%-30.0pp | 41.64%-37.5pp |
| Employer contribution / active EE | $5,544 | $1,729+220.7% | $2,476+123.9% | $2,551+117.3% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,958-100.0% | $4,139-100.0% |
| Admin fee / account holder | $9,695 | $5,982+62.1% | $6,033+60.7% | $7,234+34.0% |