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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 | $134,737 | $93,063+44.8% | $153,476-12.2% | $80,911+66.5% |
| Participation rate | 89.7% | 69.0%+20.8pp | 77.1%+12.7pp | 67.6%+22.1pp |
| Annual return | -6.95% | 19.95%-26.9pp | 15.66%-22.6pp | 35.63%-42.6pp |
| Employer contribution / active EE | $17,955 | $3,507+411.9% | $5,038+256.4% | $2,756+551.5% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $6,759-100.0% | $4,297-100.0% |
| Admin fee / account holder | $7,318 | $8,891-17.7% | $12,729-42.5% | $6,935+5.5% |