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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 | $55,325 | $42,909+28.9% | $60,906-9.2% | $68,486-19.2% |
| Participation rate | 80.8% | 66.8%+14.0pp | 73.1%+7.7pp | 67.9%+12.9pp |
| Annual return | -19.57% | -13.99%-5.6pp | 16.94%-36.5pp | -7.85%-11.7pp |
| Employer contribution / active EE | $1,475 | $1,979-25.4% | $2,703-45.4% | $2,597-43.2% |
| Participant deferral / active EE | $2,653 | $2,866-7.4% | $3,814-30.4% | $4,028-34.1% |
| Admin fee / account holder | $5,375 | $3,104+73.2% | $3,227+66.6% | $5,404-0.5% |