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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 | $81,262+154.8% | $155,602+33.1% | $80,911+155.9% |
| Participation rate | 97.8% | 66.2%+31.5pp | 78.2%+19.6pp | 67.6%+30.1pp |
| Annual return | -7.94% | 33.34%-41.3pp | 64.81%-72.8pp | 35.63%-43.6pp |
| Employer contribution / active EE | $18,551 | $3,102+498.0% | $4,675+296.8% | $2,756+573.1% |
| Participant deferral / active EE | $0 | $3,451-100.0% | $5,629-100.0% | $4,297-100.0% |
| Admin fee / account holder | $10,353 | $7,992+29.5% | $15,923-35.0% | $6,935+49.3% |