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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 | $166,500 | $59,332+180.6% | $90,223+84.5% | $59,633+179.2% |
| Participation rate | 98.0% | 71.9%+26.1pp | 79.0%+19.0pp | 68.7%+29.3pp |
| Annual return | -7.64% | 3.25%-10.9pp | 1.31%-8.9pp | 2041.45%-2049.1pp |
| Employer contribution / active EE | $11,942 | $3,031+294.0% | $4,378+172.8% | $2,203+442.2% |
| Participant deferral / active EE | $0 | $4,369-100.0% | $5,792-100.0% | $3,192-100.0% |
| Admin fee / account holder | $9,678 | $5,032+92.3% | $7,406+30.7% | $4,297+125.2% |