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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 | $161,643 | $77,492+108.6% | $100,398+61.0% | $80,911+99.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | -10.72% | 37.23%-48.0pp | 49.32%-60.0pp | 35.63%-46.4pp |
| Employer contribution / active EE | $21,241 | $2,800+658.6% | $3,946+438.3% | $2,756+670.8% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $8,084-100.0% | $4,297-100.0% |
| Admin fee / account holder | $12,219 | $5,892+107.4% | $7,893+54.8% | $6,935+76.2% |