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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 | $70,517 | $71,878-1.9% | $86,698-18.7% | $68,486+3.0% |
| Participation rate | 90.3% | 72.2%+18.1pp | 76.6%+13.7pp | 67.9%+22.4pp |
| Annual return | -21.72% | 3.53%-25.2pp | 35.95%-57.7pp | -7.85%-13.9pp |
| Employer contribution / active EE | $2,626 | $2,173+20.8% | $2,837-7.4% | $2,597+1.1% |
| Participant deferral / active EE | $5,718 | $3,779+51.3% | $4,656+22.8% | $4,028+42.0% |
| Admin fee / account holder | $3,418 | $6,113-44.1% | $7,493-54.4% | $5,404-36.7% |