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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 | $244,660 | $110,137+122.1% | $161,149+51.8% | $82,637+196.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | -2.66% | 20.69%-23.4pp | 21.16%-23.8pp | 53.51%-56.2pp |
| Employer contribution / active EE | $10,078 | $2,856+252.9% | $4,360+131.1% | $2,552+294.9% |
| Participant deferral / active EE | $0 | $4,575-100.0% | $6,153-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,956 | $9,467-68.8% | $15,194-80.5% | $7,339-59.7% |