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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 | $193,618 | $68,573+182.4% | $120,368+60.9% | $80,874+139.4% |
| Participation rate | 90.4% | 61.6%+28.8pp | 71.9%+18.5pp | 67.6%+22.7pp |
| Annual return | -1.16% | 23.61%-24.8pp | 107.26%-108.4pp | 35.62%-36.8pp |
| Employer contribution / active EE | $10,247 | $2,052+399.5% | $3,465+195.8% | $2,756+271.9% |
| Participant deferral / active EE | $0 | $3,174-100.0% | $4,991-100.0% | $4,297-100.0% |
| Admin fee / account holder | $6,525 | $5,734+13.8% | $9,429-30.8% | $6,935-5.9% |