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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 | $112,001 | $108,825+2.9% | $156,181-28.3% | $82,448+35.8% |
| Participation rate | 96.7% | 72.4%+24.3pp | 78.8%+17.8pp | 68.1%+28.6pp |
| Annual return | -10.09% | 20.59%-30.7pp | 64.87%-75.0pp | 41.64%-51.7pp |
| Employer contribution / active EE | $7,630 | $2,870+165.9% | $4,294+77.7% | $2,551+199.1% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,904 | $9,341-68.9% | $14,586-80.1% | $7,234-59.9% |