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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 | $91,999 | $78,423+17.3% | $95,964-4.1% | $79,856+15.2% |
| Participation rate | 96.6% | 73.5%+23.1pp | 77.1%+19.5pp | 69.6%+26.9pp |
| Annual return | -4.45% | 19.37%-23.8pp | 91.64%-96.1pp | 31.71%-36.2pp |
| Employer contribution / active EE | $3,950 | $1,945+103.0% | $2,541+55.4% | $2,471+59.8% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,709 | $5,622-51.8% | $6,797-60.1% | $5,306-48.9% |