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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 | $101,795-12.1% | $165,100-45.8% | $80,959+10.5% |
| Participation rate | 94.7% | 71.8%+22.8pp | 78.6%+16.0pp | 67.7%+27.0pp |
| Annual return | -26.37% | 16.73%-43.1pp | 70.21%-96.6pp | 35.67%-62.0pp |
| Employer contribution / active EE | $5,089 | $2,954+72.3% | $4,348+17.0% | $2,757+84.6% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,125 | $8,221-62.0% | $12,696-75.4% | $6,925-54.9% |