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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 | $171,451 | $103,966+64.9% | $112,923+51.8% | $75,177+128.1% |
| Participation rate | 93.0% | 75.7%+17.3pp | 80.5%+12.5pp | 67.2%+25.8pp |
| Annual return | -11.39% | 24.54%-35.9pp | 34.13%-45.5pp | 160.75%-172.1pp |
| Employer contribution / active EE | $13,125 | $3,870+239.1% | $4,570+187.2% | $2,671+391.4% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $6,520-100.0% | $4,126-100.0% |
| Admin fee / account holder | $36,792 | $7,663+380.1% | $7,046+422.2% | $5,651+551.0% |