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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 | $207,073 | $81,233+154.9% | $155,567+33.1% | $80,874+156.0% |
| Participation rate | 97.8% | 66.2%+31.5pp | 78.2%+19.6pp | 67.6%+30.1pp |
| Annual return | -7.94% | 33.33%-41.3pp | 64.74%-72.7pp | 35.62%-43.6pp |
| Employer contribution / active EE | $18,551 | $3,101+498.3% | $4,674+296.9% | $2,756+573.2% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,628-100.0% | $4,297-100.0% |
| Admin fee / account holder | $10,353 | $7,998+29.4% | $15,916-35.0% | $6,935+49.3% |