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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 | $97,993 | $73,839+32.7% | $143,788-31.8% | $68,495+43.1% |
| Participation rate | 96.9% | 66.7%+30.2pp | 80.3%+16.6pp | 67.9%+29.0pp |
| Annual return | -20.39% | 1.01%-21.4pp | -0.03%-20.4pp | -7.84%-12.5pp |
| Employer contribution / active EE | $2,837 | $3,184-10.9% | $4,952-42.7% | $2,596+9.3% |
| Participant deferral / active EE | $5,286 | $3,384+56.2% | $5,638-6.2% | $4,028+31.2% |
| Admin fee / account holder | $725 | $5,755-87.4% | $14,675-95.1% | $5,403-86.6% |