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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 | $94,788 | $65,704+44.3% | $94,229+0.6% | $59,633+59.0% |
| Participation rate | 96.2% | 72.1%+24.1pp | 78.8%+17.5pp | 68.7%+27.6pp |
| Annual return | -2.67% | 5.22%-7.9pp | 10.68%-13.4pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $1,943 | $2,021-3.9% | $3,587-45.8% | $2,203-11.8% |
| Participant deferral / active EE | $5,972 | $3,143+90.0% | $4,320+38.2% | $3,192+87.1% |
| Admin fee / account holder | $1,728 | $4,265-59.5% | $6,269-72.4% | $4,297-59.8% |