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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 | $199,877 | $101,798+96.3% | $165,071+21.1% | $80,935+147.0% |
| Participation rate | 98.3% | 71.8%+26.5pp | 78.6%+19.7pp | 67.7%+30.6pp |
| Annual return | -0.28% | 16.73%-17.0pp | 70.17%-70.5pp | 35.66%-35.9pp |
| Employer contribution / active EE | $15,237 | $2,954+415.7% | $4,347+250.5% | $2,757+452.7% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $19,591 | $8,221+138.3% | $12,695+54.3% | $6,924+182.9% |