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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 | $160,891 | $87,059+84.8% | $105,608+52.3% | $80,925+98.8% |
| Participation rate | 97.9% | 70.4%+27.4pp | 75.3%+22.6pp | 67.7%+30.2pp |
| Annual return | -0.24% | 17.05%-17.3pp | 116.50%-116.7pp | 35.65%-35.9pp |
| Employer contribution / active EE | $9,943 | $2,396+314.9% | $3,167+214.0% | $2,756+260.8% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $9,039 | $8,443+7.1% | $11,028-18.0% | $6,940+30.2% |