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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 | $70,378 | $42,910+64.0% | $60,919+15.5% | $68,490+2.8% |
| Participation rate | 89.3% | 66.8%+22.5pp | 73.1%+16.2pp | 67.9%+21.4pp |
| Annual return | -20.27% | -13.99%-6.3pp | 16.96%-37.2pp | -7.85%-12.4pp |
| Employer contribution / active EE | $5,471 | $1,978+176.5% | $2,704+102.3% | $2,597+110.7% |
| Participant deferral / active EE | $3,609 | $2,866+25.9% | $3,814-5.4% | $4,028-10.4% |
| Admin fee / account holder | $1,101 | $3,104-64.5% | $3,228-65.9% | $5,403-79.6% |