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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 | $178,253 | $124,425+43.3% | $112,040+59.1% | $137,256+29.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | -4.77% | 24.72%-29.5pp | 24.52%-29.3pp | 220.34%-225.1pp |
| Employer contribution / active EE | $14,808 | $3,411+334.1% | $2,954+401.3% | $4,156+256.3% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $6,786 | $15,207-55.4% | $12,098-43.9% | $12,270-44.7% |