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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 | $55,872 | $71,878-22.3% | $86,698-35.6% | $68,486-18.4% |
| Participation rate | 90.5% | 72.2%+18.2pp | 76.6%+13.9pp | 67.9%+22.6pp |
| Annual return | -23.06% | 3.53%-26.6pp | 35.95%-59.0pp | -7.85%-15.2pp |
| Employer contribution / active EE | $2,709 | $2,173+24.7% | $2,837-4.5% | $2,597+4.3% |
| Participant deferral / active EE | $5,085 | $3,779+34.6% | $4,656+9.2% | $4,028+26.3% |
| Admin fee / account holder | $1,976 | $6,113-67.7% | $7,493-73.6% | $5,404-63.4% |