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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 | $160,836 | $51,708+211.0% | $106,619+50.9% | $62,881+155.8% |
| Participation rate | 97.5% | 66.9%+30.6pp | 78.0%+19.5pp | 69.3%+28.2pp |
| Annual return | -4.39% | 4.69%-9.1pp | 9.42%-13.8pp | 20.14%-24.5pp |
| Employer contribution / active EE | $10,330 | $1,764+485.7% | $3,947+161.7% | $2,281+352.9% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $23,833 | $3,349+611.7% | $6,418+271.3% | $4,296+454.8% |