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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 | $188,303 | $72,404+160.1% | $110,241+70.8% | $64,181+193.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -7.82% | -6.29%-1.5pp | 314.75%-322.6pp | 7.63%-15.5pp |
| Employer contribution / active EE | $3,960 | $2,282+73.5% | $3,827+3.5% | $2,381+66.3% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $9,578 | $5,664+69.1% | $8,548+12.1% | $4,887+96.0% |