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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 | $70,628 | $64,462+9.6% | $81,482-13.3% | $80,911-12.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | -26.39% | 16.35%-42.7pp | 24.79%-51.2pp | 35.63%-62.0pp |
| Employer contribution / active EE | $5,963 | $1,979+201.3% | $2,463+142.1% | $2,756+116.4% |
| Participant deferral / active EE | $0 | $3,094-100.0% | $3,885-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,726 | $5,678-69.6% | $5,761-70.0% | $6,935-75.1% |