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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 | $165,659 | $67,411+145.7% | $91,004+82.0% | $70,126+136.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | -0.73% | -40.16%+39.4pp | 4.60%-5.3pp | 73.15%-73.9pp |
| Employer contribution / active EE | $7,286 | $1,786+307.9% | $2,456+196.7% | $2,343+211.0% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,154 | $4,236-25.6% | $5,417-41.8% | $4,645-32.1% |