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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 | $146,979 | $64,729+127.1% | $112,263+30.9% | $68,490+114.6% |
| Participation rate | 96.3% | 67.2%+29.1pp | 75.1%+21.2pp | 67.9%+28.4pp |
| Annual return | -22.12% | -11.40%-10.7pp | 27.49%-49.6pp | -7.85%-14.3pp |
| Employer contribution / active EE | $9,466 | $2,746+244.7% | $3,636+160.3% | $2,597+264.6% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,655 | $5,222-49.2% | $6,410-58.6% | $5,403-50.9% |