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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 | $168,519 | $43,075+291.2% | $74,577+126.0% | $62,881+168.0% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | -11.38% | 17.50%-28.9pp | 20.47%-31.8pp | 20.14%-31.5pp |
| Employer contribution / active EE | $6,469 | $1,498+332.0% | $2,525+156.2% | $2,281+183.6% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $10,073 | $2,840+254.7% | $4,138+143.4% | $4,296+134.5% |