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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 | $176,272 | $81,504+116.3% | $102,437+72.1% | $80,959+117.7% |
| Participation rate | 96.6% | 66.9%+29.7pp | 74.5%+22.0pp | 67.7%+28.9pp |
| Annual return | -13.28% | 25.60%-38.9pp | 24.95%-38.2pp | 35.67%-48.9pp |
| Employer contribution / active EE | $11,166 | $3,104+259.8% | $3,871+188.5% | $2,757+305.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,323 | $6,719-65.4% | $8,388-72.3% | $6,925-66.5% |