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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 | $125,757 | $80,985+55.3% | $96,576+30.2% | $75,181+67.3% |
| Participation rate | 92.5% | 71.8%+20.7pp | 76.0%+16.5pp | 67.2%+25.3pp |
| Annual return | -3.49% | 27.05%-30.5pp | 25.87%-29.4pp | 160.69%-164.2pp |
| Employer contribution / active EE | $3,025 | $2,282+32.5% | $2,965+2.0% | $2,671+13.3% |
| Participant deferral / active EE | $4,137 | $3,929+5.3% | $4,851-14.7% | $4,126+0.3% |
| Admin fee / account holder | $1,800 | $6,719-73.2% | $8,253-78.2% | $5,650-68.1% |