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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 | $82,439 | $71,878+14.7% | $86,698-4.9% | $68,486+20.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -19.14% | 3.53%-22.7pp | 35.95%-55.1pp | -7.85%-11.3pp |
| Employer contribution / active EE | $1,951 | $2,173-10.2% | $2,837-31.2% | $2,597-24.9% |
| Participant deferral / active EE | $2,908 | $3,779-23.0% | $4,656-37.5% | $4,028-27.8% |
| Admin fee / account holder | $3,319 | $6,113-45.7% | $7,493-55.7% | $5,404-38.6% |