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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 | $149,350 | $80,983+84.4% | $96,544+54.7% | $75,177+98.7% |
| Participation rate | 95.8% | 71.8%+24.0pp | 76.0%+19.8pp | 67.2%+28.6pp |
| Annual return | -1.45% | 27.05%-28.5pp | 25.88%-27.3pp | 160.75%-162.2pp |
| Employer contribution / active EE | $6,014 | $2,282+163.5% | $2,966+102.7% | $2,671+125.2% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $24,708 | $6,717+267.9% | $8,254+199.3% | $5,651+337.2% |