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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 | $74,375 | $79,955-7.0% | $98,461-24.5% | $75,173-1.1% |
| Participation rate | 98.5% | 70.4%+28.1pp | 75.2%+23.3pp | 67.2%+31.3pp |
| Annual return | -3.76% | 19.75%-23.5pp | 21.17%-24.9pp | 160.72%-164.5pp |
| Employer contribution / active EE | $6,328 | $2,264+179.5% | $3,049+107.6% | $2,671+136.9% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,592 | $6,841-18.3% | $8,961-37.6% | $5,651-1.0% |