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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 | $108,746 | $56,339+93.0% | $104,299+4.3% | $68,490+58.8% |
| Participation rate | 83.3% | 63.3%+20.1pp | 73.3%+10.1pp | 67.9%+15.4pp |
| Annual return | -21.58% | -9.19%-12.4pp | 24.62%-46.2pp | -7.85%-13.7pp |
| Employer contribution / active EE | $2,865 | $1,960+46.2% | $3,373-15.1% | $2,597+10.3% |
| Participant deferral / active EE | $7,536 | $3,077+144.9% | $4,626+62.9% | $4,028+87.1% |
| Admin fee / account holder | $649 | $4,902-86.7% | $7,339-91.2% | $5,403-88.0% |