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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 | $169,813 | $82,032+107.0% | $123,106+37.9% | $59,632+184.8% |
| Participation rate | 97.3% | 83.2%+14.1pp | 86.8%+10.5pp | 68.7%+28.6pp |
| Annual return | -3.01% | 5.12%-8.1pp | 13.22%-16.2pp | 2041.32%-2044.3pp |
| Employer contribution / active EE | $16,302 | $3,297+394.5% | $5,151+216.5% | $2,203+640.1% |
| Participant deferral / active EE | $14,368 | $4,667+207.9% | $6,229+130.6% | $3,192+350.2% |
| Admin fee / account holder | $9,311 | $5,881+58.3% | $9,015+3.3% | $4,297+116.7% |