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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 | $110,247 | $81,358+35.5% | $155,556-29.1% | $80,959+36.2% |
| Participation rate | 95.9% | 66.3%+29.7pp | 78.2%+17.7pp | 67.7%+28.3pp |
| Annual return | -2.61% | 33.39%-36.0pp | 64.84%-67.4pp | 35.67%-38.3pp |
| Employer contribution / active EE | $10,255 | $3,106+230.1% | $4,675+119.3% | $2,757+271.9% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,526 | $7,994-80.9% | $15,885-90.4% | $6,925-78.0% |