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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 | $47,915 | $73,978-35.2% | $96,515-50.4% | $75,173-36.3% |
| Participation rate | 87.0% | 66.4%+20.6pp | 74.3%+12.7pp | 67.2%+19.8pp |
| Annual return | -7.07% | 26.72%-33.8pp | 35.73%-42.8pp | 160.72%-167.8pp |
| Employer contribution / active EE | $1,389 | $2,931-52.6% | $3,740-62.9% | $2,671-48.0% |
| Participant deferral / active EE | $2,893 | $3,660-21.0% | $4,880-40.7% | $4,126-29.9% |
| Admin fee / account holder | $10,353 | $5,219+98.4% | $6,735+53.7% | $5,651+83.2% |