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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 | $79,052 | $69,977+13.0% | $108,582-27.2% | $62,881+25.7% |
| Participation rate | 91.9% | 72.9%+19.0pp | 79.6%+12.4pp | 69.3%+22.6pp |
| Annual return | -9.32% | 10.73%-20.0pp | -51.70%+42.4pp | 20.14%-29.5pp |
| Employer contribution / active EE | $12,903 | $2,135+504.4% | $3,758+243.3% | $2,281+465.7% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,775 | $5,076-25.6% | $7,645-50.6% | $4,296-12.1% |