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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 | $118,611 | $98,776+20.1% | $149,745-20.8% | $79,856+48.5% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.5%+7.2pp | 69.6%+20.0pp |
| Annual return | -6.15% | 27.38%-33.5pp | 276.72%-282.9pp | 31.71%-37.9pp |
| Employer contribution / active EE | $5,070 | $3,217+57.6% | $4,646+9.1% | $2,471+105.1% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,934 | $6,053-68.0% | $9,312-79.2% | $5,306-63.6% |