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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 | $87,448 | $64,359+35.9% | $90,161-3.0% | $70,126+24.7% |
| Participation rate | 80.8% | 70.4%+10.3pp | 76.9%+3.9pp | 69.5%+11.2pp |
| Annual return | -16.92% | 28.13%-45.1pp | 34.89%-51.8pp | 73.15%-90.1pp |
| Employer contribution / active EE | $17,054 | $2,046+733.7% | $3,318+414.0% | $2,343+628.0% |
| Participant deferral / active EE | $0 | $4,389-100.0% | $5,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,384 | $3,945-14.2% | $5,943-43.1% | $4,645-27.1% |