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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 | $132,638 | $80,983+63.8% | $96,544+37.4% | $75,177+76.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | -15.95% | 27.05%-43.0pp | 25.88%-41.8pp | 160.75%-176.7pp |
| Employer contribution / active EE | $20,370 | $2,282+792.5% | $2,966+586.7% | $2,671+662.6% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $11,303 | $6,717+68.3% | $8,254+36.9% | $5,651+100.0% |