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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 | $66,351 | $86,701-23.5% | $73,309-9.5% | $125,389-47.1% |
| Participation rate | 71.4% | 78.6%-7.2pp | 74.9%-3.5pp | 83.2%-11.8pp |
| Annual return | -6.28% | 2.78%-9.1pp | 5.67%-12.0pp | 282.24%-288.5pp |
| Employer contribution / active EE | $1,319 | $4,152-68.2% | $3,237-59.3% | $4,866-72.9% |
| Participant deferral / active EE | $3,544 | $5,549-36.1% | $4,991-29.0% | $5,352-33.8% |
| Admin fee / account holder | $3,294 | $7,768-57.6% | $5,635-41.5% | $9,541-65.5% |