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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 | $101,682 | $80,983+25.6% | $96,544+5.3% | $75,177+35.3% |
| Participation rate | 98.9% | 71.8%+27.1pp | 76.0%+22.9pp | 67.2%+31.7pp |
| Annual return | -4.53% | 27.05%-31.6pp | 25.88%-30.4pp | 160.75%-165.3pp |
| Employer contribution / active EE | $5,852 | $2,282+156.4% | $2,966+97.3% | $2,671+119.1% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,831 | $6,717-57.8% | $8,254-65.7% | $5,651-49.9% |