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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 | $117,291 | $81,504+43.9% | $102,437+14.5% | $80,959+44.9% |
| Participation rate | 97.9% | 66.9%+31.0pp | 74.5%+23.4pp | 67.7%+30.2pp |
| Annual return | -16.34% | 25.60%-41.9pp | 24.95%-41.3pp | 35.67%-52.0pp |
| Employer contribution / active EE | $32,263 | $3,104+939.6% | $3,871+733.5% | $2,757+1070.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,042 | $6,719-25.0% | $8,388-39.9% | $6,925-27.2% |