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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 | $83,716 | $56,894+47.1% | $84,753-1.2% | $62,881+33.1% |
| Participation rate | 98.7% | 68.5%+30.1pp | 76.6%+22.1pp | 69.3%+29.4pp |
| Annual return | -10.04% | 6.30%-16.3pp | 22.78%-32.8pp | 20.14%-30.2pp |
| Employer contribution / active EE | $8,684 | $2,400+261.9% | $3,574+143.0% | $2,281+280.7% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,050 | $3,581-14.8% | $5,333-42.8% | $4,296-29.0% |