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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 | $68,880+181.1% | $120,580+60.6% | $80,959+139.2% |
| Participation rate | 90.4% | 61.7%+28.7pp | 72.0%+18.4pp | 67.7%+22.7pp |
| Annual return | -1.16% | 23.68%-24.8pp | 107.48%-108.6pp | 35.67%-36.8pp |
| Employer contribution / active EE | $10,247 | $2,066+395.9% | $3,469+195.4% | $2,757+271.7% |
| Participant deferral / active EE | $0 | $3,191-100.0% | $4,995-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,525 | $5,785+12.8% | $9,418-30.7% | $6,925-5.8% |