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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 | $165,892 | $87,059+90.6% | $105,608+57.1% | $80,925+105.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | -1.27% | 17.05%-18.3pp | 116.50%-117.8pp | 35.65%-36.9pp |
| Employer contribution / active EE | $5,350 | $2,396+123.2% | $3,167+68.9% | $2,756+94.1% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $12,799 | $8,443+51.6% | $11,028+16.1% | $6,940+84.4% |