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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 | $94,142 | $81,476+15.5% | $102,383-8.0% | $80,925+16.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | -13.89% | 25.59%-39.5pp | 24.94%-38.8pp | 35.65%-49.5pp |
| Employer contribution / active EE | $5,852 | $3,105+88.5% | $3,870+51.2% | $2,756+112.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,390 | $6,717-64.4% | $8,391-71.5% | $6,940-65.6% |