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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 | $161,352-60.0% | $134,172-51.8% | $137,256-52.9% |
| Participation rate | 95.2% | 78.3%+17.0pp | 72.5%+22.8pp | 80.0%+15.3pp |
| Annual return | -0.07% | 28.72%-28.8pp | 25.30%-25.4pp | 220.34%-220.4pp |
| Employer contribution / active EE | $10,791 | $4,099+163.3% | $3,420+215.5% | $4,156+159.6% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,846 | $15,028-67.8% | $12,016-59.7% | $12,270-60.5% |