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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 | $138,385-14.9% | $184,243-36.1% | $80,925+45.5% |
| Participation rate | 98.3% | 83.9%+14.4pp | 86.8%+11.5pp | 67.7%+30.6pp |
| Annual return | -3.60% | 20.02%-23.6pp | 28.82%-32.4pp | 35.65%-39.2pp |
| Employer contribution / active EE | $6,915 | $4,851+42.6% | $6,427+7.6% | $2,756+150.9% |
| Participant deferral / active EE | $0 | $7,075-100.0% | $9,132-100.0% | $4,299-100.0% |
| Admin fee / account holder | $551 | $10,489-94.7% | $13,914-96.0% | $6,940-92.1% |