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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 | $109,395 | $48,364+126.2% | $71,796+52.4% | $62,881+74.0% |
| Participation rate | 96.9% | 60.6%+36.3pp | 69.1%+27.8pp | 69.3%+27.6pp |
| Annual return | -1.79% | 13.16%-14.9pp | 78.04%-79.8pp | 20.14%-21.9pp |
| Employer contribution / active EE | $11,719 | $1,042+1024.8% | $1,924+508.9% | $2,281+413.8% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $12,037 | $3,771+219.2% | $4,815+150.0% | $4,296+180.2% |