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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 | $73,952 | $69,977+5.7% | $108,582-31.9% | $62,881+17.6% |
| Participation rate | 95.1% | 72.9%+22.2pp | 79.6%+15.6pp | 69.3%+25.8pp |
| Annual return | -2.68% | 10.73%-13.4pp | -51.70%+49.0pp | 20.14%-22.8pp |
| Employer contribution / active EE | $7,712 | $2,135+261.2% | $3,758+105.2% | $2,281+238.1% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,270 | $5,076+3.8% | $7,645-31.1% | $4,296+22.7% |