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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 | $95,213 | $81,870+16.3% | $119,634-20.4% | $68,490+39.0% |
| Participation rate | 86.4% | 71.9%+14.5pp | 79.3%+7.2pp | 67.9%+18.5pp |
| Annual return | -19.97% | -23.82%+3.8pp | -14.98%-5.0pp | -7.85%-12.1pp |
| Employer contribution / active EE | $2,184 | $2,692-18.9% | $4,232-48.4% | $2,597-15.9% |
| Participant deferral / active EE | $3,405 | $4,148-17.9% | $5,601-39.2% | $4,028-15.5% |
| Admin fee / account holder | $10,252 | $6,583+55.7% | $10,329-0.7% | $5,403+89.8% |