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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 | $75,825 | $81,476-6.9% | $102,383-25.9% | $80,925-6.3% |
| Participation rate | 77.8% | 66.8%+10.9pp | 74.5%+3.3pp | 67.7%+10.1pp |
| Annual return | -8.53% | 25.59%-34.1pp | 24.94%-33.5pp | 35.65%-44.2pp |
| Employer contribution / active EE | $12,732 | $3,105+310.1% | $3,870+229.0% | $2,756+361.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,892 | $6,717+2.6% | $8,391-17.9% | $6,940-0.7% |