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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 | $54,042 | $87,542-38.3% | $75,782-28.7% | $125,393-56.9% |
| Participation rate | 76.9% | 80.2%-3.2pp | 75.8%+1.1pp | 83.2%-6.3pp |
| Annual return | -3.85% | 13.48%-17.3pp | 9.68%-13.5pp | 282.23%-286.1pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,548 | $4,229-16.1% | $3,652-2.8% | $5,351-33.7% |
| Admin fee / account holder | $8,286 | $6,502+27.4% | $5,300+56.3% | $9,541-13.2% |