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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 | $77,578 | $97,020-20.0% | $83,322-6.9% | $135,379-42.7% |
| Participation rate | 80.0% | 80.4%-0.4pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -9.92% | 12.31%-22.2pp | 10.64%-20.6pp | 519.79%-529.7pp |
| Employer contribution / active EE | $2,755 | $4,144-33.5% | $3,379-18.5% | $4,779-42.4% |
| Participant deferral / active EE | $3,133 | $5,964-47.5% | $5,565-43.7% | $5,609-44.1% |
| Admin fee / account holder | $3,203 | $8,426-62.0% | $7,540-57.5% | $10,828-70.4% |