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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 | $101,271 | $39,132+158.8% | $57,196+77.1% | $62,881+61.1% |
| Participation rate | 91.0% | 70.5%+20.6pp | 75.3%+15.7pp | 69.3%+21.7pp |
| Annual return | -0.21% | 9.24%-9.4pp | 14.59%-14.8pp | 20.14%-20.4pp |
| Employer contribution / active EE | $5,265 | $1,874+181.0% | $2,683+96.2% | $2,281+130.8% |
| Participant deferral / active EE | $6,588 | $2,374+177.5% | $3,096+112.8% | $3,203+105.7% |
| Admin fee / account holder | $655 | $2,594-74.7% | $3,141-79.1% | $4,296-84.7% |