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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 | $65,133 | $71,878-9.4% | $86,698-24.9% | $68,486-4.9% |
| Participation rate | 96.7% | 72.2%+24.5pp | 76.6%+20.1pp | 67.9%+28.8pp |
| Annual return | -19.91% | 3.53%-23.4pp | 35.95%-55.9pp | -7.85%-12.1pp |
| Employer contribution / active EE | $1,297 | $2,173-40.3% | $2,837-54.3% | $2,597-50.1% |
| Participant deferral / active EE | $6,997 | $3,779+85.1% | $4,656+50.3% | $4,028+73.7% |
| Admin fee / account holder | $16,966 | $6,113+177.6% | $7,493+126.4% | $5,404+214.0% |