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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 | $136,210 | $64,719+110.5% | $112,249+21.3% | $68,486+98.9% |
| Participation rate | 93.7% | 67.2%+26.5pp | 75.1%+18.6pp | 67.9%+25.8pp |
| Annual return | -20.07% | -11.40%-8.7pp | 27.48%-47.5pp | -7.85%-12.2pp |
| Employer contribution / active EE | $4,190 | $2,747+52.6% | $3,636+15.2% | $2,597+61.4% |
| Participant deferral / active EE | $9,536 | $3,565+167.5% | $4,729+101.7% | $4,028+136.8% |
| Admin fee / account holder | $4,188 | $5,232-19.9% | $6,412-34.7% | $5,404-22.5% |