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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 | $104,226 | $48,364+115.5% | $71,796+45.2% | $62,881+65.8% |
| Participation rate | 98.0% | 60.6%+37.3pp | 69.1%+28.8pp | 69.3%+28.7pp |
| Annual return | -3.02% | 13.16%-16.2pp | 78.04%-81.1pp | 20.14%-23.2pp |
| Employer contribution / active EE | $5,102 | $1,042+389.7% | $1,924+165.1% | $2,281+123.7% |
| Participant deferral / active EE | $1,478 | $2,091-29.3% | $2,794-47.1% | $3,203-53.9% |
| Admin fee / account holder | $3,280 | $3,771-13.0% | $4,815-31.9% | $4,296-23.6% |