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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 | $99,547 | $90,486+10.0% | $78,676+26.5% | $273,972-63.7% |
| Participation rate | 72.7% | 76.5%-3.8pp | 73.6%-0.8pp | 83.0%-10.3pp |
| Annual return | -0.19% | 75.62%-75.8pp | 62.19%-62.4pp | 41.46%-41.6pp |
| Employer contribution / active EE | $1,388 | $3,175-56.3% | $2,850-51.3% | $4,869-71.5% |
| Participant deferral / active EE | $779 | $3,901-80.0% | $3,517-77.9% | $5,287-85.3% |
| Admin fee / account holder | $1,028 | $5,263-80.5% | $4,510-77.2% | $10,133-89.9% |