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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 | $132,187 | $89,532+47.6% | $103,447+27.8% | $80,925+63.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.7%+32.3pp |
| Annual return | -12.98% | 22.80%-35.8pp | 23.92%-36.9pp | 35.65%-48.6pp |
| Employer contribution / active EE | $10,191 | $4,023+153.3% | $4,678+117.9% | $2,756+269.7% |
| Participant deferral / active EE | $0 | $5,459-100.0% | $6,624-100.0% | $4,299-100.0% |
| Admin fee / account holder | $18,477 | $6,774+172.8% | $9,415+96.3% | $6,940+166.2% |