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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 | $101,141 | $60,349+67.6% | $74,184+36.3% | $62,881+60.8% |
| Participation rate | 96.8% | 72.7%+24.1pp | 76.6%+20.2pp | 69.3%+27.5pp |
| Annual return | -2.97% | 21.38%-24.3pp | 17.74%-20.7pp | 20.14%-23.1pp |
| Employer contribution / active EE | $6,657 | $1,680+296.2% | $2,370+180.9% | $2,281+191.9% |
| Participant deferral / active EE | $3,265 | $2,856+14.3% | $3,550-8.0% | $3,203+1.9% |
| Admin fee / account holder | $7,437 | $4,261+74.5% | $5,586+33.1% | $4,296+73.1% |