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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 | $102,993 | $58,627+75.7% | $76,735+34.2% | $82,448+24.9% |
| Participation rate | 93.8% | 63.2%+30.5pp | 69.5%+24.3pp | 68.1%+25.7pp |
| Annual return | -1.71% | 39.10%-40.8pp | 29.77%-31.5pp | 41.64%-43.3pp |
| Employer contribution / active EE | $8,700 | $1,729+403.1% | $2,454+254.5% | $2,551+241.1% |
| Participant deferral / active EE | $0 | $3,134-100.0% | $4,088-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,016 | $5,323-5.8% | $7,189-30.2% | $7,234-30.7% |