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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 | $213,785-51.4% | $185,441-44.0% | $155,188-33.1% |
| Participation rate | 87.5% | 83.2%+4.3pp | 80.3%+7.2pp | 80.8%+6.7pp |
| Annual return | -0.50% | 19.97%-20.5pp | 20.16%-20.7pp | 148.84%-149.3pp |
| Employer contribution / active EE | $17,579 | $5,393+226.0% | $4,672+276.2% | $4,248+313.8% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $14,371 | $21,134-32.0% | $17,890-19.7% | $14,480-0.8% |