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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 | $80,101 | $61,660+29.9% | $80,022+0.1% | $64,173+24.8% |
| Participation rate | 96.7% | 71.7%+25.0pp | 75.8%+20.8pp | 69.6%+27.1pp |
| Annual return | -8.22% | -0.33%-7.9pp | 11.22%-19.4pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,652 | $1,810-8.7% | $2,468-33.1% | $2,381-30.6% |
| Participant deferral / active EE | $4,278 | $2,968+44.1% | $3,686+16.1% | $3,470+23.3% |
| Admin fee / account holder | $5,954 | $5,417+9.9% | $6,521-8.7% | $4,887+21.8% |