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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 | $202,327 | $73,988+173.5% | $96,538+109.6% | $75,177+169.1% |
| Participation rate | 93.4% | 66.4%+27.0pp | 74.3%+19.1pp | 67.2%+26.2pp |
| Annual return | -2.40% | 26.73%-29.1pp | 35.74%-38.1pp | 160.75%-163.1pp |
| Employer contribution / active EE | $17,373 | $2,930+492.9% | $3,740+364.5% | $2,671+550.4% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $21,062 | $5,220+303.5% | $6,737+212.6% | $5,651+272.7% |