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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 | $93,055+44.8% | $153,643-12.3% | $80,935+66.5% |
| Participation rate | 89.7% | 69.0%+20.8pp | 77.1%+12.6pp | 67.7%+22.1pp |
| Annual return | -6.95% | 19.97%-26.9pp | 15.71%-22.7pp | 35.66%-42.6pp |
| Employer contribution / active EE | $17,955 | $3,504+412.5% | $5,039+256.3% | $2,757+551.3% |
| Participant deferral / active EE | $0 | $5,172-100.0% | $6,754-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7,318 | $8,881-17.6% | $12,739-42.6% | $6,924+5.7% |