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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 | $134,462 | $153,769-12.6% | $133,975+0.4% | $273,972-50.9% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | -3.50% | 36.51%-40.0pp | 29.29%-32.8pp | 41.46%-45.0pp |
| Employer contribution / active EE | $9,799 | $6,029+62.5% | $5,211+88.0% | $4,869+101.3% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,201 | $11,765-64.3% | $9,324-54.9% | $10,133-58.5% |