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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 | $103,948 | $52,678+97.3% | $75,784+37.2% | $59,633+74.3% |
| Participation rate | 94.3% | 67.2%+27.1pp | 75.8%+18.5pp | 68.7%+25.6pp |
| Annual return | -4.05% | 2.95%-7.0pp | 9.68%-13.7pp | 2041.45%-2045.5pp |
| Employer contribution / active EE | $14,255 | $2,193+549.9% | $3,323+328.9% | $2,203+547.2% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $11,726 | $3,610+224.8% | $5,300+121.2% | $4,297+172.9% |