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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 | $95,811 | $71,873+33.3% | $86,698+10.5% | $68,490+39.9% |
| Participation rate | 98.0% | 72.2%+25.8pp | 76.6%+21.4pp | 67.9%+30.1pp |
| Annual return | -35.33% | 3.54%-38.9pp | 35.96%-71.3pp | -7.85%-27.5pp |
| Employer contribution / active EE | $6,088 | $2,173+180.1% | $2,837+114.6% | $2,597+134.5% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,379 | $6,110-12.0% | $7,492-28.2% | $5,403-0.4% |