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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 | $85,413 | $67,411+26.7% | $91,004-6.1% | $70,126+21.8% |
| Participation rate | 97.9% | 71.4%+26.6pp | 75.6%+22.3pp | 69.5%+28.4pp |
| Annual return | 9.27% | -40.16%+49.4pp | 4.60%+4.7pp | 73.15%-63.9pp |
| Employer contribution / active EE | $5,863 | $1,786+228.3% | $2,456+138.7% | $2,343+150.3% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,683 | $4,236-36.7% | $5,417-50.5% | $4,645-42.2% |