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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 | $167,945 | $95,453+75.9% | $112,040+49.9% | $82,448+103.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | -7.64% | 23.92%-31.6pp | 24.52%-32.2pp | 41.64%-49.3pp |
| Employer contribution / active EE | $8,279 | $2,318+257.2% | $2,954+180.3% | $2,551+224.5% |
| Participant deferral / active EE | $7,371 | $4,224+74.5% | $5,098+44.6% | $4,139+78.1% |
| Admin fee / account holder | $26,582 | $9,013+194.9% | $12,098+119.7% | $7,234+267.4% |