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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 | $99,350 | $95,915+3.6% | $79,580+24.8% | $134,532-26.2% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -20.79% | -2.71%-18.1pp | 0.15%-20.9pp | 418.27%-439.1pp |
| Employer contribution / active EE | $721 | $3,129-77.0% | $2,413-70.1% | $4,741-84.8% |
| Participant deferral / active EE | $1,821 | $4,693-61.2% | $3,985-54.3% | $6,401-71.6% |
| Admin fee / account holder | $1,713 | $9,132-81.2% | $6,835-74.9% | $11,429-85.0% |