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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 | $85,846 | $72,388+18.6% | $111,392-22.9% | $64,173+33.8% |
| Participation rate | 100.0% | 70.5%+29.5pp | 78.9%+21.1pp | 69.6%+30.4pp |
| Annual return | -8.97% | -1.50%-7.5pp | -2.06%-6.9pp | 7.63%-16.6pp |
| Employer contribution / active EE | $3,791 | $3,000+26.4% | $4,328-12.4% | $2,381+59.2% |
| Participant deferral / active EE | $2,736 | $4,241-35.5% | $5,567-50.9% | $3,470-21.2% |
| Admin fee / account holder | $14,915 | $5,719+160.8% | $12,266+21.6% | $4,887+205.2% |