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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 | $91,132 | $42,910+112.4% | $60,919+49.6% | $68,490+33.1% |
| Participation rate | 96.5% | 66.8%+29.7pp | 73.1%+23.4pp | 67.9%+28.6pp |
| Annual return | -21.39% | -13.99%-7.4pp | 16.96%-38.4pp | -7.85%-13.5pp |
| Employer contribution / active EE | $3,374 | $1,978+70.5% | $2,704+24.8% | $2,597+29.9% |
| Participant deferral / active EE | $4,521 | $2,866+57.8% | $3,814+18.5% | $4,028+12.3% |
| Admin fee / account holder | $9,488 | $3,104+205.6% | $3,228+193.9% | $5,403+75.6% |