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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 | $67,700 | $99,032-31.6% | $80,022-15.4% | $135,380-50.0% |
| Participation rate | 91.7% | 78.4%+13.3pp | 75.8%+15.8pp | 82.6%+9.0pp |
| Annual return | -10.31% | 15.39%-25.7pp | 11.22%-21.5pp | 519.81%-530.1pp |
| Employer contribution / active EE | $2,572 | $3,043-15.5% | $2,468+4.2% | $4,779-46.2% |
| Participant deferral / active EE | $4,282 | $4,2820% | $3,686+16.2% | $5,609-23.7% |
| Admin fee / account holder | $755 | $10,436-92.8% | $6,521-88.4% | $10,828-93.0% |