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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 | $69,036 | $58,099+18.8% | $76,902-10.2% | $75,177-8.2% |
| Participation rate | 96.9% | 63.9%+33.0pp | 69.6%+27.3pp | 67.2%+29.7pp |
| Annual return | -22.62% | 26.71%-49.3pp | 37.91%-60.5pp | 160.75%-183.4pp |
| Employer contribution / active EE | $5,474 | $1,996+174.3% | $2,534+116.0% | $2,671+104.9% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,261 | $4,778-31.8% | $5,479-40.5% | $5,651-42.3% |