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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 | $60,585 | $72,177-16.1% | $115,038-47.3% | $59,633+1.6% |
| Participation rate | 81.8% | 72.6%+9.3pp | 81.4%+0.5pp | 68.7%+13.1pp |
| Annual return | -4.93% | 12.02%-16.9pp | 26.14%-31.1pp | 2041.45%-2046.4pp |
| Employer contribution / active EE | $2,745 | $2,841-3.4% | $4,608-40.4% | $2,203+24.6% |
| Participant deferral / active EE | $4,612 | $4,783-3.6% | $6,026-23.5% | $3,192+44.5% |
| Admin fee / account holder | $2,098 | $4,927-57.4% | $8,175-74.3% | $4,297-51.2% |