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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 | $218,452 | $99,345+119.9% | $84,753+157.8% | $273,972-20.3% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | -18.05% | 22.93%-41.0pp | 22.78%-40.8pp | 41.46%-59.5pp |
| Employer contribution / active EE | $23,166 | $4,214+449.7% | $3,574+548.1% | $4,869+375.8% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $11,164 | $6,645+68.0% | $5,333+109.3% | $10,133+10.2% |