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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 | $196,822 | $123,793+59.0% | $177,848+10.7% | $79,856+146.5% |
| Participation rate | 93.9% | 84.7%+9.3pp | 87.7%+6.2pp | 69.6%+24.3pp |
| Annual return | -1.65% | 22.82%-24.5pp | 48.33%-50.0pp | 31.71%-33.4pp |
| Employer contribution / active EE | $11,206 | $4,095+173.6% | $5,919+89.3% | $2,471+353.5% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,595 | $7,243-50.4% | $12,431-71.1% | $5,306-32.3% |