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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 | $134,250 | $88,042+52.5% | $138,135-2.8% | $79,858+68.1% |
| Participation rate | 95.9% | 71.4%+24.5pp | 78.7%+17.2pp | 69.6%+26.3pp |
| Annual return | -2.18% | 20.58%-22.8pp | 20.51%-22.7pp | 31.72%-33.9pp |
| Employer contribution / active EE | $9,792 | $3,103+215.5% | $5,587+75.3% | $2,471+296.3% |
| Participant deferral / active EE | $0 | $4,704-100.0% | $6,431-100.0% | $3,740-100.0% |
| Admin fee / account holder | $13,292 | $7,791+70.6% | $11,856+12.1% | $5,306+150.5% |