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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 | $83,994 | $69,383+21.1% | $101,275-17.1% | $73,497+14.3% |
| Participation rate | 98.2% | 68.4%+29.8pp | 75.8%+22.4pp | 70.7%+27.5pp |
| Annual return | -3.53% | 18.46%-22.0pp | 46.48%-50.0pp | 28.51%-32.0pp |
| Employer contribution / active EE | $4,186 | $2,628+59.3% | $3,660+14.4% | $2,270+84.4% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,740 | $704+431.4% | $5,948-37.1% | $513+628.9% |