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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 | $99,233 | $92,219+7.6% | $76,766+29.3% | $135,382-26.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.07% | 5.46%-14.5pp | 2.43%-11.5pp | 519.77%-528.8pp |
| Employer contribution / active EE | $1,989 | $3,216-38.1% | $2,485-20.0% | $4,779-58.4% |
| Participant deferral / active EE | $2,633 | $4,508-41.6% | $3,851-31.6% | $5,609-53.1% |
| Admin fee / account holder | $3,530 | $10,749-67.2% | $6,675-47.1% | $10,829-67.4% |