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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 | $80,052 | $72,273+10.8% | $101,275-21.0% | $79,856+0.2% |
| Participation rate | 98.7% | 68.5%+30.2pp | 75.8%+22.9pp | 69.6%+29.0pp |
| Annual return | -0.87% | 22.30%-23.2pp | 46.48%-47.3pp | 31.71%-32.6pp |
| Employer contribution / active EE | $6,555 | $2,691+143.6% | $3,660+79.1% | $2,471+165.3% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,137 | $4,401-74.2% | $5,948-80.9% | $5,306-78.6% |