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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 | $96,586 | $56,894+69.8% | $84,753+14.0% | $62,881+53.6% |
| Participation rate | 94.9% | 68.5%+26.3pp | 76.6%+18.3pp | 69.3%+25.6pp |
| Annual return | -4.34% | 6.30%-10.6pp | 22.78%-27.1pp | 20.14%-24.5pp |
| Employer contribution / active EE | $8,673 | $2,400+261.4% | $3,574+142.6% | $2,281+280.2% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,565 | $3,581-0.4% | $5,333-33.1% | $4,296-17.0% |