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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 | $94,452 | $52,911+78.5% | $73,309+28.8% | $59,633+58.4% |
| Participation rate | 98.2% | 68.2%+30.0pp | 74.9%+23.3pp | 68.7%+29.5pp |
| Annual return | -3.41% | 12.20%-15.6pp | 5.67%-9.1pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $1,680 | $1,909-12.0% | $3,237-48.1% | $2,203-23.7% |
| Participant deferral / active EE | $5,168 | $4,069+27.0% | $4,991+3.6% | $3,192+61.9% |
| Admin fee / account holder | $5,062 | $3,835+32.0% | $5,635-10.2% | $4,297+17.8% |