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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 | $85,774 | $73,863+16.1% | $143,797-40.4% | $68,490+25.2% |
| Participation rate | 91.2% | 66.7%+24.5pp | 80.3%+10.9pp | 67.9%+23.3pp |
| Annual return | -19.88% | 0.91%-20.8pp | -0.04%-19.8pp | -7.85%-12.0pp |
| Employer contribution / active EE | $2,008 | $3,185-37.0% | $4,952-59.5% | $2,597-22.7% |
| Participant deferral / active EE | $5,395 | $3,385+59.4% | $5,638-4.3% | $4,028+34.0% |
| Admin fee / account holder | $5,506 | $5,756-4.3% | $14,679-62.5% | $5,403+1.9% |