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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 | $78,224 | $42,383+84.6% | $76,518+2.2% | $64,173+21.9% |
| Participation rate | 97.4% | 58.1%+39.3pp | 68.0%+29.4pp | 69.6%+27.9pp |
| Annual return | -17.34% | -16.54%-0.8pp | -0.27%-17.1pp | 7.63%-25.0pp |
| Employer contribution / active EE | $2,168 | $1,563+38.7% | $2,647-18.1% | $2,381-8.9% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,836-100.0% | $3,470-100.0% |
| Admin fee / account holder | $9,869 | $3,198+208.6% | $4,849+103.5% | $4,887+101.9% |