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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 | $117,313 | $138,386-15.2% | $184,260-36.3% | $80,935+44.9% |
| Participation rate | 95.9% | 83.9%+12.0pp | 86.8%+9.1pp | 67.7%+28.2pp |
| Annual return | -20.91% | 20.02%-40.9pp | 28.84%-49.8pp | 35.66%-56.6pp |
| Employer contribution / active EE | $29,175 | $4,851+501.4% | $6,427+353.9% | $2,757+958.3% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,299-100.0% |
| Admin fee / account holder | $21,898 | $10,489+108.8% | $13,898+57.6% | $6,924+216.2% |