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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 | $115,200 | $101,752+13.2% | $164,928-30.2% | $80,911+42.4% |
| Participation rate | 90.3% | 71.8%+18.5pp | 78.6%+11.7pp | 67.6%+22.7pp |
| Annual return | -8.00% | 16.73%-24.7pp | 70.08%-78.1pp | 35.63%-43.6pp |
| Employer contribution / active EE | $3,271 | $2,953+10.8% | $4,343-24.7% | $2,756+18.7% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,034-100.0% | $4,297-100.0% |
| Admin fee / account holder | $5,675 | $8,218-30.9% | $12,684-55.3% | $6,935-18.2% |