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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 | $34,014 | $181,896-81.3% | $156,551-78.3% | $273,972-87.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -26.74% | 30.74%-57.5pp | 32.23%-59.0pp | 41.46%-68.2pp |
| Employer contribution / active EE | $5,224 | $6,248-16.4% | $5,501-5.0% | $4,869+7.3% |
| Participant deferral / active EE | $5,477 | $5,550-1.3% | $4,871+12.4% | $5,287+3.6% |
| Admin fee / account holder | $5,277 | $15,560-66.1% | $13,028-59.5% | $10,133-47.9% |