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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 | $57,169 | $64,729-11.7% | $112,263-49.1% | $68,490-16.5% |
| Participation rate | 72.0% | 67.2%+4.8pp | 75.1%-3.1pp | 67.9%+4.1pp |
| Annual return | -20.77% | -11.40%-9.4pp | 27.49%-48.3pp | -7.85%-12.9pp |
| Employer contribution / active EE | $2,267 | $2,746-17.4% | $3,636-37.7% | $2,597-12.7% |
| Participant deferral / active EE | $4,471 | $3,566+25.4% | $4,729-5.5% | $4,028+11.0% |
| Admin fee / account holder | $4,581 | $5,222-12.3% | $6,410-28.5% | $5,403-15.2% |