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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 | $77,530 | $77,817-0.4% | $123,553-37.2% | $64,173+20.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -9.04% | 12.49%-21.5pp | 119.21%-128.2pp | 7.63%-16.7pp |
| Employer contribution / active EE | $1,525 | $3,014-49.4% | $4,628-67.1% | $2,381-36.0% |
| Participant deferral / active EE | $2,225 | $5,240-57.5% | $6,426-65.4% | $3,470-35.9% |
| Admin fee / account holder | $1,720 | $5,519-68.8% | $9,284-81.5% | $4,887-64.8% |