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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 | $83,819 | $96,558-13.2% | $80,977+3.5% | $273,972-69.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | -3.94% | 15.14%-19.1pp | 17.11%-21.0pp | 41.46%-45.4pp |
| Employer contribution / active EE | $610 | $4,869-87.5% | $3,715-83.6% | $4,869-87.5% |
| Participant deferral / active EE | $3,044 | $6,598-53.9% | $5,696-46.6% | $5,287-42.4% |
| Admin fee / account holder | $6,503 | $7,493-13.2% | $5,517+17.9% | $10,133-35.8% |