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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 | $76,990 | $42,917+79.4% | $60,899+26.4% | $68,495+12.4% |
| Participation rate | 84.0% | 66.8%+17.2pp | 73.1%+10.9pp | 67.9%+16.1pp |
| Annual return | -19.53% | -13.99%-5.5pp | 16.92%-36.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,777 | $1,979-10.2% | $2,702-34.2% | $2,596-31.6% |
| Participant deferral / active EE | $6,151 | $2,867+114.6% | $3,817+61.2% | $4,028+52.7% |
| Admin fee / account holder | $2,694 | $3,102-13.2% | $3,225-16.5% | $5,403-50.1% |