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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 | $95,263 | $101,778-6.4% | $164,975-42.3% | $80,925+17.7% |
| Participation rate | 97.8% | 71.8%+25.9pp | 78.6%+19.2pp | 67.7%+30.1pp |
| Annual return | -18.18% | 16.73%-34.9pp | 70.12%-88.3pp | 35.65%-53.8pp |
| Employer contribution / active EE | $22,233 | $2,954+652.7% | $4,343+412.0% | $2,756+706.6% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $16,984 | $8,221+106.6% | $12,688+33.9% | $6,940+144.7% |