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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 | $101,530 | $69,977+45.1% | $108,582-6.5% | $62,881+61.5% |
| Participation rate | 88.9% | 72.9%+16.0pp | 79.6%+9.3pp | 69.3%+19.6pp |
| Annual return | -1.25% | 10.73%-12.0pp | -51.70%+50.5pp | 20.14%-21.4pp |
| Employer contribution / active EE | $7,937 | $2,135+271.8% | $3,758+111.2% | $2,281+248.0% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $8,708 | $5,076+71.5% | $7,645+13.9% | $4,296+102.7% |