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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 | $77,637 | $71,057+9.3% | $93,654-17.1% | $80,874-4.0% |
| Participation rate | 98.2% | 60.4%+37.8pp | 68.7%+29.5pp | 67.6%+30.5pp |
| Annual return | -7.27% | 11.26%-18.5pp | 133.34%-140.6pp | 35.62%-42.9pp |
| Employer contribution / active EE | $4,108 | $1,564+162.6% | $2,421+69.7% | $2,756+49.1% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,413-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,154 | $6,944-40.2% | $8,282-49.8% | $6,935-40.1% |