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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 | $194,843 | $73,978+163.4% | $96,515+101.9% | $75,173+159.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | -4.38% | 26.72%-31.1pp | 35.73%-40.1pp | 160.72%-165.1pp |
| Employer contribution / active EE | $5,439 | $2,931+85.6% | $3,740+45.5% | $2,671+103.7% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $10,140 | $5,219+94.3% | $6,735+50.5% | $5,651+79.4% |