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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 | $113,767 | $76,551+48.6% | $123,894-8.2% | $62,881+80.9% |
| Participation rate | 97.0% | 73.0%+24.0pp | 81.4%+15.6pp | 69.3%+27.7pp |
| Annual return | -1.36% | 18.68%-20.0pp | 47.52%-48.9pp | 20.14%-21.5pp |
| Employer contribution / active EE | $3,030 | $2,882+5.1% | $4,617-34.4% | $2,281+32.9% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $330 | $4,826-93.2% | $8,357-96.1% | $4,296-92.3% |