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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 | $106,524+56.4% | $152,301+9.4% | $87,485+90.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | -11.67% | 26.89%-38.6pp | 80.50%-92.2pp | 26.06%-37.7pp |
| Employer contribution / active EE | $7,991 | $3,371+137.0% | $4,624+72.8% | $2,596+207.8% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $5,021 | $8,287-39.4% | $14,398-65.1% | $7,775-35.4% |