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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 | $109,067 | $81,476+33.9% | $102,383+6.5% | $80,925+34.8% |
| Participation rate | 94.0% | 66.8%+27.2pp | 74.5%+19.5pp | 67.7%+26.3pp |
| Annual return | -2.19% | 25.59%-27.8pp | 24.94%-27.1pp | 35.65%-37.8pp |
| Employer contribution / active EE | $8,280 | $3,105+166.7% | $3,870+113.9% | $2,756+200.4% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,042 | $6,717-54.7% | $8,391-63.7% | $6,940-56.2% |