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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 | $28,113 | $93,617-70.0% | $135,982-79.3% | $75,177-62.6% |
| Participation rate | 96.2% | 75.2%+21.0pp | 81.9%+14.2pp | 67.2%+28.9pp |
| Annual return | -21.99% | 30.89%-52.9pp | 68.32%-90.3pp | 160.75%-182.7pp |
| Employer contribution / active EE | $19,726 | $3,538+457.5% | $4,859+306.0% | $2,671+638.5% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $16,117 | $6,980+130.9% | $10,767+49.7% | $5,651+185.2% |