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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 | $80,375 | $103,949-22.7% | $69,182+16.2% | $273,972-70.7% |
| Participation rate | 71.4% | 67.4%+4.1pp | 55.1%+16.3pp | 83.0%-11.6pp |
| Annual return | -4.73% | 35.28%-40.0pp | -21.93%+17.2pp | 41.46%-46.2pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,531 | $2,716-6.8% | $1,897+33.4% | $5,287-52.1% |
| Admin fee / account holder | $340 | $3,671-90.8% | $2,697-87.4% | $10,133-96.6% |