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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 | $89,515+47.7% | $103,065+28.3% | $80,959+63.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.6%+19.4pp | 67.7%+32.3pp |
| Annual return | -12.98% | 22.82%-35.8pp | 23.95%-36.9pp | 35.67%-48.6pp |
| Employer contribution / active EE | $10,191 | $4,015+153.8% | $4,675+118.0% | $2,757+269.6% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $6,625-100.0% | $4,300-100.0% |
| Admin fee / account holder | $18,477 | $6,527+183.1% | $9,349+97.6% | $6,925+166.8% |