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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 | $107,102 | $79,955+34.0% | $98,461+8.8% | $75,173+42.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | -21.61% | 19.75%-41.4pp | 21.17%-42.8pp | 160.72%-182.3pp |
| Employer contribution / active EE | $11,183 | $2,264+393.9% | $3,049+266.8% | $2,671+318.7% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,628 | $6,841+26.1% | $8,961-3.7% | $5,651+52.7% |