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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 | $98,099 | $106,749-8.1% | $145,433-32.5% | $82,448+19.0% |
| Participation rate | 92.3% | 75.6%+16.7pp | 82.1%+10.2pp | 68.1%+24.2pp |
| Annual return | -3.14% | 27.59%-30.7pp | 66.58%-69.7pp | 41.64%-44.8pp |
| Employer contribution / active EE | $19,231 | $3,444+458.3% | $4,554+322.2% | $2,551+653.9% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,553 | $8,390-69.6% | $13,129-80.6% | $7,234-64.7% |