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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 | $103,802 | $254,759-59.3% | $216,567-52.1% | $198,609-47.7% |
| Participation rate | 87.5% | 84.5%+3.0pp | 81.6%+5.9pp | 82.4%+5.1pp |
| Annual return | -0.50% | 10.04%-10.5pp | 12.94%-13.4pp | 202.70%-203.2pp |
| Employer contribution / active EE | $17,579 | $6,096+188.3% | $5,216+237.0% | $5,055+247.7% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $14,371 | $26,311-45.4% | $21,981-34.6% | $19,030-24.5% |