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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 | $170,505 | $81,446+109.3% | $103,374+64.9% | $80,874+110.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | -12.92% | 25.57%-38.5pp | 24.89%-37.8pp | 35.62%-48.5pp |
| Employer contribution / active EE | $13,729 | $3,107+341.9% | $3,869+254.8% | $2,756+398.2% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,111 | $6,715-53.7% | $8,394-62.9% | $6,935-55.1% |