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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 | $89,494 | $101,778-12.1% | $164,975-45.8% | $80,925+10.6% |
| Participation rate | 94.7% | 71.8%+22.8pp | 78.6%+16.1pp | 67.7%+27.0pp |
| Annual return | -26.37% | 16.73%-43.1pp | 70.12%-96.5pp | 35.65%-62.0pp |
| Employer contribution / active EE | $5,089 | $2,954+72.3% | $4,343+17.2% | $2,756+84.6% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,125 | $8,221-62.0% | $12,688-75.4% | $6,940-55.0% |