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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 | $113,683 | $99,345+14.4% | $84,753+34.1% | $273,972-58.5% |
| Participation rate | 91.7% | 80.7%+11.0pp | 76.6%+15.1pp | 83.0%+8.7pp |
| Annual return | -10.41% | 22.93%-33.3pp | 22.78%-33.2pp | 41.46%-51.9pp |
| Employer contribution / active EE | $18,397 | $4,214+336.6% | $3,574+414.7% | $4,869+277.9% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $51,049 | $6,645+668.2% | $5,333+857.2% | $10,133+403.8% |