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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 | $124,131 | $99,345+24.9% | $84,753+46.5% | $273,972-54.7% |
| Participation rate | 94.7% | 80.7%+14.0pp | 76.6%+18.1pp | 83.0%+11.7pp |
| Annual return | -3.00% | 22.93%-25.9pp | 22.78%-25.8pp | 41.46%-44.5pp |
| Employer contribution / active EE | $5,180 | $4,214+22.9% | $3,574+44.9% | $4,869+6.4% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,997 | $6,645-69.9% | $5,333-62.6% | $10,133-80.3% |