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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 | $164,883 | $108,825+51.5% | $156,181+5.6% | $82,448+100.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | -7.96% | 20.59%-28.6pp | 64.87%-72.8pp | 41.64%-49.6pp |
| Employer contribution / active EE | $2,702 | $2,870-5.8% | $4,294-37.1% | $2,551+5.9% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,226 | $9,341-76.2% | $14,586-84.7% | $7,234-69.2% |