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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 | $115,918 | $106,749+8.6% | $145,433-20.3% | $82,448+40.6% |
| Participation rate | 98.7% | 75.6%+23.0pp | 82.1%+16.5pp | 68.1%+30.6pp |
| Annual return | -9.43% | 27.59%-37.0pp | 66.58%-76.0pp | 41.64%-51.1pp |
| Employer contribution / active EE | $4,778 | $3,444+38.7% | $4,554+4.9% | $2,551+87.3% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $7,852 | $8,390-6.4% | $13,129-40.2% | $7,234+8.5% |