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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 | $81,504+29.5% | $102,437+3.1% | $80,959+30.4% |
| Participation rate | 96.7% | 66.9%+29.8pp | 74.5%+22.2pp | 67.7%+29.0pp |
| Annual return | -18.25% | 25.60%-43.8pp | 24.95%-43.2pp | 35.67%-53.9pp |
| Employer contribution / active EE | $16,802 | $3,104+441.4% | $3,871+334.1% | $2,757+509.4% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,858 | $6,719-27.7% | $8,388-42.1% | $6,925-29.8% |