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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 | $92,773 | $73,839+25.6% | $143,788-35.5% | $68,495+35.4% |
| Participation rate | 70.6% | 66.7%+3.9pp | 80.3%-9.7pp | 67.9%+2.7pp |
| Annual return | -19.63% | 1.01%-20.6pp | -0.03%-19.6pp | -7.84%-11.8pp |
| Employer contribution / active EE | $2,706 | $3,184-15.0% | $4,952-45.3% | $2,596+4.2% |
| Participant deferral / active EE | $5,708 | $3,384+68.6% | $5,638+1.2% | $4,028+41.7% |
| Admin fee / account holder | $614 | $5,755-89.3% | $14,675-95.8% | $5,403-88.6% |