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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 | $166,099 | $81,870+102.9% | $119,622+38.9% | $68,486+142.5% |
| Participation rate | 86.2% | 71.9%+14.3pp | 79.3%+6.9pp | 67.9%+18.3pp |
| Annual return | -22.64% | -23.82%+1.2pp | -14.98%-7.7pp | -7.85%-14.8pp |
| Employer contribution / active EE | $13,149 | $2,692+388.5% | $4,232+210.7% | $2,597+406.4% |
| Participant deferral / active EE | $3,582 | $4,148-13.6% | $5,601-36.0% | $4,028-11.1% |
| Admin fee / account holder | $635 | $6,583-90.4% | $10,328-93.9% | $5,404-88.3% |