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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 | $65,302 | $65,704-0.6% | $94,229-30.7% | $59,633+9.5% |
| Participation rate | 81.4% | 72.1%+9.2pp | 78.8%+2.6pp | 68.7%+12.7pp |
| Annual return | -2.57% | 5.22%-7.8pp | 10.68%-13.2pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $2,026 | $2,021+0.2% | $3,587-43.5% | $2,203-8.0% |
| Participant deferral / active EE | $2,182 | $3,143-30.6% | $4,320-49.5% | $3,192-31.6% |
| Admin fee / account holder | $5,737 | $4,265+34.5% | $6,269-8.5% | $4,297+33.5% |