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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 | $151,565 | $110,083+37.7% | $151,6390% | $68,486+121.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -19.23% | -10.12%-9.1pp | 3.34%-22.6pp | -7.85%-11.4pp |
| Employer contribution / active EE | $6,924 | $4,470+54.9% | $6,165+12.3% | $2,597+166.7% |
| Participant deferral / active EE | $6,476 | $6,526-0.8% | $8,363-22.6% | $4,028+60.8% |
| Admin fee / account holder | $10,243 | $7,718+32.7% | $11,613-11.8% | $5,404+89.5% |