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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 | $165,050 | $86,938+89.8% | $102,423+61.1% | $80,925+104.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | -2.04% | 18.89%-20.9pp | 29.42%-31.5pp | 35.65%-37.7pp |
| Employer contribution / active EE | $10,864 | $2,369+358.5% | $3,023+259.4% | $2,756+294.1% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $10,891 | $8,053+35.3% | $9,455+15.2% | $6,940+56.9% |