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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 | $71,423 | $69,977+2.1% | $108,582-34.2% | $62,881+13.6% |
| Participation rate | 82.1% | 72.9%+9.2pp | 79.6%+2.5pp | 69.3%+12.7pp |
| Annual return | 4.02% | 10.73%-6.7pp | -51.70%+55.7pp | 20.14%-16.1pp |
| Employer contribution / active EE | $7,692 | $2,135+260.3% | $3,758+104.7% | $2,281+237.2% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $25,101 | $5,076+394.4% | $7,645+228.3% | $4,296+484.3% |