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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 | $96,647 | $77,707+24.4% | $70,160+37.8% | $139,466-30.7% |
| Participation rate | 94.4% | 83.1%+11.3pp | 78.8%+15.6pp | 80.3%+14.1pp |
| Annual return | -5.66% | 19.30%-25.0pp | 19.08%-24.7pp | 373.66%-379.3pp |
| Employer contribution / active EE | $6,396 | $4,986+28.3% | $4,285+49.3% | $4,754+34.5% |
| Participant deferral / active EE | $0 | $6,443-100.0% | $5,394-100.0% | $6,712-100.0% |
| Admin fee / account holder | $3,957 | $5,397-26.7% | $4,582-13.6% | $11,409-65.3% |