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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 | $158,655 | $63,710+149.0% | $171,128-7.3% | $63,710+149.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.3%+24.7pp | 75.2%+24.8pp |
| Annual return | -16.29% | 3.90%-20.2pp | 3.91%-20.2pp | 3.90%-20.2pp |
| Employer contribution / active EE | $22,989 | $6,662+245.1% | $8,679+164.9% | $6,662+245.1% |
| Participant deferral / active EE | $0 | $2,030-100.0% | $1,011-100.0% | $2,030-100.0% |
| Admin fee / account holder | $4,525 | $2,967+52.5% | $754+500.0% | $2,967+52.5% |