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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 | $98,804 | $81,870+20.7% | $119,608-17.4% | $68,495+44.3% |
| Participation rate | 71.4% | 71.9%-0.5pp | 79.3%-7.8pp | 67.9%+3.5pp |
| Annual return | -20.79% | -23.82%+3.0pp | -14.98%-5.8pp | -7.84%-12.9pp |
| Employer contribution / active EE | $1,889 | $2,692-29.8% | $4,232-55.4% | $2,596-27.2% |
| Participant deferral / active EE | $4,101 | $4,148-1.1% | $5,601-26.8% | $4,028+1.8% |
| Admin fee / account holder | $4,678 | $6,583-28.9% | $10,326-54.7% | $5,403-13.4% |