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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 | $184,275 | $67,411+173.4% | $91,004+102.5% | $70,126+162.8% |
| Participation rate | 93.1% | 71.4%+21.7pp | 75.6%+17.5pp | 69.5%+23.6pp |
| Annual return | 2.73% | -40.16%+42.9pp | 4.60%-1.9pp | 73.15%-70.4pp |
| Employer contribution / active EE | $16,433 | $1,786+820.1% | $2,456+569.2% | $2,343+601.5% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,863 | $4,236-56.0% | $5,417-65.6% | $4,645-59.9% |