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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 | $64,604 | $212,777-69.6% | $173,703-62.8% | $198,609-67.5% |
| Participation rate | 95.2% | 81.1%+14.2pp | 75.9%+19.3pp | 82.4%+12.9pp |
| Annual return | -0.07% | 18.82%-18.9pp | 17.46%-17.5pp | 202.70%-202.8pp |
| Employer contribution / active EE | $10,791 | $5,214+107.0% | $4,288+151.7% | $5,055+113.5% |
| Participant deferral / active EE | $0 | $5,697-100.0% | $4,854-100.0% | $6,977-100.0% |
| Admin fee / account holder | $4,846 | $19,536-75.2% | $15,562-68.9% | $19,030-74.5% |