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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 | $94,150 | $65,712+43.3% | $57,196+64.6% | $273,972-65.6% |
| Participation rate | 83.3% | 78.3%+5.0pp | 75.3%+8.0pp | 83.0%+0.3pp |
| Annual return | -1.71% | 22.01%-23.7pp | 14.59%-16.3pp | 41.46%-43.2pp |
| Employer contribution / active EE | $2,975 | $3,280-9.3% | $2,683+10.9% | $4,869-38.9% |
| Participant deferral / active EE | $6,097 | $3,782+61.2% | $3,096+96.9% | $5,287+15.3% |
| Admin fee / account holder | $66,172 | $4,838+1267.9% | $3,141+2007.0% | $10,133+553.1% |