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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 | $89,698+47.4% | $103,464+27.8% | $80,874+63.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | -12.98% | 22.78%-35.8pp | 23.91%-36.9pp | 35.62%-48.6pp |
| Employer contribution / active EE | $10,191 | $4,018+153.6% | $4,677+117.9% | $2,756+269.8% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $6,624-100.0% | $4,297-100.0% |
| Admin fee / account holder | $18,477 | $6,768+173.0% | $9,410+96.4% | $6,935+166.4% |