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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 | $168,073 | $61,660+172.6% | $80,022+110.0% | $64,173+161.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -11.06% | -0.33%-10.7pp | 11.22%-22.3pp | 7.63%-18.7pp |
| Employer contribution / active EE | $13,250 | $1,810+631.9% | $2,468+436.9% | $2,381+456.5% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $8,128 | $5,417+50.0% | $6,521+24.6% | $4,887+66.3% |