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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 | $145,993 | $76,371+91.2% | $93,621+55.9% | $72,975+100.1% |
| Participation rate | 97.7% | 71.8%+26.0pp | 75.8%+21.9pp | 69.5%+28.2pp |
| Annual return | -2.30% | 25.82%-28.1pp | 32.76%-35.1pp | 81.01%-83.3pp |
| Employer contribution / active EE | $11,292 | $2,276+396.2% | $2,719+315.4% | $2,440+362.8% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $23,284 | $6,839+240.4% | $7,890+195.1% | $5,124+354.4% |