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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 | $207,887 | $73,839+181.5% | $143,788+44.6% | $68,495+203.5% |
| Participation rate | 96.6% | 66.7%+29.9pp | 80.3%+16.2pp | 67.9%+28.7pp |
| Annual return | -19.62% | 1.01%-20.6pp | -0.03%-19.6pp | -7.84%-11.8pp |
| Employer contribution / active EE | $11,967 | $3,184+275.9% | $4,952+141.7% | $2,596+360.9% |
| Participant deferral / active EE | $11,219 | $3,384+231.5% | $5,638+99.0% | $4,028+178.6% |
| Admin fee / account holder | $38,582 | $5,755+570.5% | $14,675+162.9% | $5,403+614.0% |