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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 | $78,487 | $76,551+2.5% | $123,894-36.7% | $62,881+24.8% |
| Participation rate | 95.5% | 73.0%+22.5pp | 81.4%+14.0pp | 69.3%+26.1pp |
| Annual return | -7.14% | 18.68%-25.8pp | 47.52%-54.7pp | 20.14%-27.3pp |
| Employer contribution / active EE | $2,841 | $2,882-1.4% | $4,617-38.5% | $2,281+24.6% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $399 | $4,826-91.7% | $8,357-95.2% | $4,296-90.7% |