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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 | $92,244 | $62,583+47.4% | $76,767+20.2% | $64,173+43.7% |
| Participation rate | 94.7% | 72.8%+21.9pp | 77.0%+17.8pp | 69.6%+25.2pp |
| Annual return | -7.82% | -1.95%-5.9pp | 2.43%-10.2pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,869 | $1,832+2.0% | $2,485-24.8% | $2,381-21.5% |
| Participant deferral / active EE | $3,246 | $3,145+3.2% | $3,852-15.7% | $3,470-6.4% |
| Admin fee / account holder | $2,326 | $4,667-50.2% | $6,675-65.2% | $4,887-52.4% |