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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 | $166,584 | $106,864+55.9% | $147,318+13.1% | $82,637+101.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | -11.67% | 27.49%-39.2pp | 70.43%-82.1pp | 53.51%-65.2pp |
| Employer contribution / active EE | $7,991 | $3,417+133.9% | $4,593+74.0% | $2,552+213.1% |
| Participant deferral / active EE | $0 | $6,496-100.0% | $7,906-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,021 | $8,415-40.3% | $13,708-63.4% | $7,339-31.6% |