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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 | $177,156-63.5% | $147,027-56.1% | $154,746-58.3% |
| Participation rate | 95.2% | 79.4%+15.9pp | 73.7%+21.5pp | 80.7%+14.5pp |
| Annual return | -0.07% | 21.94%-22.0pp | 20.23%-20.3pp | 172.34%-172.4pp |
| Employer contribution / active EE | $10,791 | $4,336+148.8% | $3,626+197.6% | $4,379+146.4% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $4,846 | $14,904-67.5% | $12,223-60.4% | $14,365-66.3% |