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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 | $45,092 | $154,228-70.8% | $145,433-69.0% | $137,256-67.1% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 80.0%+15.0pp |
| Annual return | -10.85% | 74.59%-85.4pp | 66.58%-77.4pp | 220.34%-231.2pp |
| Employer contribution / active EE | $5,950 | $4,804+23.8% | $4,554+30.6% | $4,156+43.2% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,165 | $14,344-64.0% | $13,129-60.7% | $12,270-57.9% |