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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 | $217,393 | $136,307+59.5% | $106,619+103.9% | $273,972-20.7% |
| Participation rate | 76.9% | 84.8%-7.8pp | 78.0%-1.1pp | 83.0%-6.1pp |
| Annual return | -2.99% | 11.05%-14.0pp | 9.42%-12.4pp | 41.46%-44.4pp |
| Employer contribution / active EE | $8,500 | $5,190+63.8% | $3,947+115.4% | $4,869+74.6% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $8,380 | $8,625-2.8% | $6,418+30.6% | $10,133-17.3% |