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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 | $153,574 | $45,872+234.8% | $77,096+99.2% | $68,486+124.2% |
| Participation rate | 96.7% | 55.9%+40.7pp | 67.9%+28.7pp | 67.9%+28.8pp |
| Annual return | -21.34% | 1.73%-23.1pp | 42.35%-63.7pp | -7.85%-13.5pp |
| Employer contribution / active EE | $2,441 | $1,650+48.0% | $2,814-13.3% | $2,597-6.0% |
| Participant deferral / active EE | $6,291 | $2,963+112.3% | $4,429+42.0% | $4,028+56.2% |
| Admin fee / account holder | $8,788 | $3,041+189.0% | $5,428+61.9% | $5,404+62.6% |