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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 | $232,007 | $99,343+133.5% | $84,751+173.8% | $273,968-15.3% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | -2.18% | 22.93%-25.1pp | 22.78%-25.0pp | 41.45%-43.6pp |
| Employer contribution / active EE | $26,063 | $4,214+518.5% | $3,574+629.2% | $4,869+435.3% |
| Participant deferral / active EE | $0 | $4,269-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,666 | $6,645-59.9% | $5,333-50.0% | $10,132-73.7% |