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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 | $105,564 | $81,446+29.6% | $103,374+2.1% | $80,874+30.5% |
| Participation rate | 96.7% | 66.9%+29.8pp | 74.5%+22.2pp | 67.6%+29.0pp |
| Annual return | -18.25% | 25.57%-43.8pp | 24.89%-43.1pp | 35.62%-53.9pp |
| Employer contribution / active EE | $16,802 | $3,107+440.7% | $3,869+334.2% | $2,756+509.7% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,858 | $6,715-27.6% | $8,394-42.1% | $6,935-29.9% |