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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 | $234,553 | $72,492+223.6% | $87,104+169.3% | $72,975+221.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | -2.22% | 24.46%-26.7pp | 28.19%-30.4pp | 81.01%-83.2pp |
| Employer contribution / active EE | $13,220 | $1,894+598.1% | $2,521+424.3% | $2,440+441.8% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,048-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,582 | $5,055+10.4% | $7,491-25.5% | $5,124+8.9% |