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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 | $183,386 | $69,977+162.1% | $108,582+68.9% | $62,881+191.6% |
| Participation rate | 89.7% | 72.9%+16.8pp | 79.6%+10.2pp | 69.3%+20.4pp |
| Annual return | -19.68% | 10.73%-30.4pp | -51.70%+32.0pp | 20.14%-39.8pp |
| Employer contribution / active EE | $47,096 | $2,135+2106.0% | $3,758+1153.1% | $2,281+1964.8% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $10,660 | $5,076+110.0% | $7,645+39.4% | $4,296+148.2% |