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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 | $135,365 | $69,977+93.4% | $108,582+24.7% | $62,881+115.3% |
| Participation rate | 78.6% | 72.9%+5.7pp | 79.6%-1.0pp | 69.3%+9.3pp |
| Annual return | 2.89% | 10.73%-7.8pp | -51.70%+54.6pp | 20.14%-17.3pp |
| Employer contribution / active EE | $1,262 | $2,135-40.9% | $3,758-66.4% | $2,281-44.7% |
| Participant deferral / active EE | $3,288 | $3,165+3.9% | $4,311-23.7% | $3,203+2.7% |
| Admin fee / account holder | $6,687 | $5,076+31.7% | $7,645-12.5% | $4,296+55.7% |