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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 | $76,524 | $72,272+5.9% | $101,255-24.4% | $79,860-4.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -12.09% | 22.30%-34.4pp | 46.48%-58.6pp | 31.72%-43.8pp |
| Employer contribution / active EE | $2,344 | $2,692-12.9% | $3,660-36.0% | $2,471-5.1% |
| Participant deferral / active EE | $2,832 | $3,282-13.7% | $4,370-35.2% | $3,740-24.3% |
| Admin fee / account holder | $11,371 | $4,401+158.4% | $5,946+91.2% | $5,306+114.3% |