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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 | $241,585 | $64,719+273.3% | $112,249+115.2% | $68,486+252.8% |
| Participation rate | 97.8% | 67.2%+30.6pp | 75.1%+22.7pp | 67.9%+29.9pp |
| Annual return | -20.92% | -11.40%-9.5pp | 27.48%-48.4pp | -7.85%-13.1pp |
| Employer contribution / active EE | $5,799 | $2,747+111.1% | $3,636+59.5% | $2,597+123.3% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $18,156 | $5,232+247.0% | $6,412+183.1% | $5,404+236.0% |