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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 | $118,872 | $72,272+64.5% | $101,264+17.4% | $79,858+48.9% |
| Participation rate | 88.9% | 68.5%+20.4pp | 75.8%+13.1pp | 69.6%+19.3pp |
| Annual return | -5.64% | 22.30%-27.9pp | 46.48%-52.1pp | 31.72%-37.4pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,573 | $3,282-52.1% | $4,370-64.0% | $3,740-57.9% |
| Admin fee / account holder | $2,877 | $4,401-34.6% | $5,947-51.6% | $5,306-45.8% |