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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 | $84,692 | $54,357+55.8% | $82,706+2.4% | $68,495+23.6% |
| Participation rate | 98.7% | 63.9%+34.8pp | 72.6%+26.1pp | 67.9%+30.8pp |
| Annual return | -20.50% | -13.67%-6.8pp | 701.76%-722.3pp | -7.84%-12.7pp |
| Employer contribution / active EE | $2,820 | $2,218+27.1% | $3,007-6.2% | $2,596+8.6% |
| Participant deferral / active EE | $4,120 | $3,246+26.9% | $4,394-6.2% | $4,028+2.3% |
| Admin fee / account holder | $4,602 | $4,396+4.7% | $5,329-13.6% | $5,403-14.8% |