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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 | $81,856 | $45,872+78.4% | $77,096+6.2% | $68,486+19.5% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -20.18% | 1.73%-21.9pp | 42.35%-62.5pp | -7.85%-12.3pp |
| Employer contribution / active EE | $5,340 | $1,650+223.7% | $2,814+89.8% | $2,597+105.7% |
| Participant deferral / active EE | $2,473 | $2,963-16.5% | $4,429-44.2% | $4,028-38.6% |
| Admin fee / account holder | $2,935 | $3,041-3.5% | $5,428-45.9% | $5,404-45.7% |