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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 | $186,927 | $60,349+209.7% | $74,184+152.0% | $62,881+197.3% |
| Participation rate | 94.6% | 72.7%+21.9pp | 76.6%+18.0pp | 69.3%+25.3pp |
| Annual return | -16.48% | 21.38%-37.9pp | 17.74%-34.2pp | 20.14%-36.6pp |
| Employer contribution / active EE | $20,274 | $1,680+1106.6% | $2,370+755.4% | $2,281+788.9% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $8,026 | $4,261+88.4% | $5,586+43.7% | $4,296+86.8% |