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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 | $95,263 | $101,795-6.4% | $165,100-42.3% | $80,959+17.7% |
| Participation rate | 97.8% | 71.8%+26.0pp | 78.6%+19.2pp | 67.7%+30.1pp |
| Annual return | -18.18% | 16.73%-34.9pp | 70.21%-88.4pp | 35.67%-53.8pp |
| Employer contribution / active EE | $22,233 | $2,954+652.7% | $4,348+411.3% | $2,757+706.4% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $16,984 | $8,221+106.6% | $12,696+33.8% | $6,925+145.2% |