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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 | $71,744 | $76,551-6.3% | $123,894-42.1% | $62,881+14.1% |
| Participation rate | 82.5% | 73.0%+9.5pp | 81.4%+1.0pp | 69.3%+13.2pp |
| Annual return | -13.78% | 18.68%-32.5pp | 47.52%-61.3pp | 20.14%-33.9pp |
| Employer contribution / active EE | $2,807 | $2,882-2.6% | $4,617-39.2% | $2,281+23.1% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,303 | $4,826-52.3% | $8,357-72.4% | $4,296-46.4% |