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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 | $117,724 | $138,393-14.9% | $184,256-36.1% | $80,959+45.4% |
| Participation rate | 98.3% | 83.9%+14.4pp | 86.8%+11.5pp | 67.7%+30.6pp |
| Annual return | -3.60% | 20.01%-23.6pp | 28.85%-32.4pp | 35.67%-39.3pp |
| Employer contribution / active EE | $6,915 | $4,847+42.7% | $6,427+7.6% | $2,757+150.8% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $551 | $10,489-94.7% | $13,899-96.0% | $6,925-92.0% |