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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 | $58,887 | $86,940-32.3% | $102,434-42.5% | $80,935-27.2% |
| Participation rate | 95.0% | 72.4%+22.6pp | 76.5%+18.5pp | 67.7%+27.3pp |
| Annual return | -6.37% | 18.89%-25.3pp | 29.46%-35.8pp | 35.66%-42.0pp |
| Employer contribution / active EE | $9,496 | $2,370+300.7% | $3,023+214.1% | $2,757+244.5% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,536 | $8,047-80.9% | $9,462-83.8% | $6,924-77.8% |