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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 | $203,048 | $52,836+284.3% | $105,738+92.0% | $64,181+216.4% |
| Participation rate | 100.0% | 66.5%+33.5pp | 76.3%+23.7pp | 69.6%+30.4pp |
| Annual return | -8.09% | 14.30%-22.4pp | 6.27%-14.4pp | 7.63%-15.7pp |
| Employer contribution / active EE | $5,556 | $1,827+204.1% | $3,268+70.0% | $2,381+133.4% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $4,080-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,143 | $3,959-20.6% | $6,913-54.5% | $4,887-35.7% |