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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 | $99,875+16.1% | $146,866-21.1% | $86,983+33.3% |
| Participation rate | 98.7% | 75.8%+22.9pp | 82.5%+16.2pp | 69.5%+29.1pp |
| Annual return | -9.43% | 28.10%-37.5pp | 102.85%-112.3pp | 25.83%-35.3pp |
| Employer contribution / active EE | $4,778 | $3,224+48.2% | $4,425+8.0% | $2,584+84.9% |
| Participant deferral / active EE | $0 | $6,322-100.0% | $7,759-100.0% | $4,194-100.0% |
| Admin fee / account holder | $7,852 | $7,838+0.2% | $13,620-42.3% | $7,8560% |