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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 | $94,661 | $63,809+48.4% | $81,353+16.4% | $80,935+17.0% |
| Participation rate | 88.5% | 63.9%+24.6pp | 69.5%+18.9pp | 67.7%+20.8pp |
| Annual return | -15.77% | 16.37%-32.1pp | 24.82%-40.6pp | 35.66%-51.4pp |
| Employer contribution / active EE | $4,103 | $1,981+107.2% | $2,464+66.5% | $2,757+48.8% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,628 | $5,686-36.2% | $5,766-37.1% | $6,924-47.6% |