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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 | $60,811 | $71,873-15.4% | $86,698-29.9% | $68,490-11.2% |
| Participation rate | 82.0% | 72.2%+9.8pp | 76.6%+5.4pp | 67.9%+14.1pp |
| Annual return | -20.45% | 3.54%-24.0pp | 35.96%-56.4pp | -7.85%-12.6pp |
| Employer contribution / active EE | $3,289 | $2,173+51.3% | $2,837+15.9% | $2,597+26.7% |
| Participant deferral / active EE | $6,241 | $3,779+65.1% | $4,656+34.0% | $4,028+54.9% |
| Admin fee / account holder | $3,157 | $6,110-48.3% | $7,492-57.9% | $5,403-41.6% |