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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 | $81,111 | $76,551+6.0% | $123,894-34.5% | $62,881+29.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | -7.98% | 18.68%-26.7pp | 47.52%-55.5pp | 20.14%-28.1pp |
| Employer contribution / active EE | $3,064 | $2,882+6.3% | $4,617-33.6% | $2,281+34.3% |
| Participant deferral / active EE | $5,052 | $4,840+4.4% | $5,984-15.6% | $3,203+57.7% |
| Admin fee / account holder | $2,465 | $4,826-48.9% | $8,357-70.5% | $4,296-42.6% |