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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 | $102,087 | $73,019+39.8% | $90,766+12.5% | $68,490+49.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -22.00% | -13.81%-8.2pp | -12.16%-9.8pp | -7.85%-14.1pp |
| Employer contribution / active EE | $1,696 | $2,193-22.6% | $2,922-42.0% | $2,597-34.7% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,685 | $5,897+13.4% | $8,446-20.8% | $5,403+23.7% |