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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 | $59,214 | $213,785-72.3% | $185,441-68.1% | $155,188-61.8% |
| Participation rate | 87.5% | 83.2%+4.3pp | 80.3%+7.2pp | 80.8%+6.7pp |
| Annual return | -23.29% | 19.97%-43.3pp | 20.16%-43.5pp | 148.84%-172.1pp |
| Employer contribution / active EE | $7,223 | $5,393+33.9% | $4,672+54.6% | $4,248+70.1% |
| Participant deferral / active EE | $7,944 | $6,864+15.7% | $6,152+29.1% | $6,531+21.6% |
| Admin fee / account holder | $20,041 | $21,134-5.2% | $17,890+12.0% | $14,480+38.4% |