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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 | $56,754 | $42,910+32.3% | $60,919-6.8% | $68,490-17.1% |
| Participation rate | 90.0% | 66.8%+23.2pp | 73.1%+16.9pp | 67.9%+22.1pp |
| Annual return | -22.30% | -13.99%-8.3pp | 16.96%-39.3pp | -7.85%-14.4pp |
| Employer contribution / active EE | $2,377 | $1,978+20.1% | $2,704-12.1% | $2,597-8.5% |
| Participant deferral / active EE | $7,063 | $2,866+146.5% | $3,814+85.2% | $4,028+75.4% |
| Admin fee / account holder | $2,697 | $3,104-13.1% | $3,228-16.4% | $5,403-50.1% |