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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 | $110,013 | $71,878+53.1% | $86,698+26.9% | $68,486+60.6% |
| Participation rate | 76.0% | 72.2%+3.8pp | 76.6%-0.6pp | 67.9%+8.1pp |
| Annual return | -20.30% | 3.53%-23.8pp | 35.95%-56.3pp | -7.85%-12.4pp |
| Employer contribution / active EE | $1,923 | $2,173-11.5% | $2,837-32.2% | $2,597-25.9% |
| Participant deferral / active EE | $3,378 | $3,779-10.6% | $4,656-27.4% | $4,028-16.1% |
| Admin fee / account holder | $10,512 | $6,113+72.0% | $7,493+40.3% | $5,404+94.5% |