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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 | $120,536 | $81,446+48.0% | $103,374+16.6% | $80,874+49.0% |
| Participation rate | 95.7% | 66.9%+28.8pp | 74.5%+21.1pp | 67.6%+28.0pp |
| Annual return | -4.55% | 25.57%-30.1pp | 24.89%-29.4pp | 35.62%-40.2pp |
| Employer contribution / active EE | $10,692 | $3,107+244.1% | $3,869+176.3% | $2,756+288.0% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,966 | $6,715-40.9% | $8,394-52.7% | $6,935-42.8% |