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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 | $88,423 | $72,177+22.5% | $115,038-23.1% | $59,633+48.3% |
| Participation rate | 71.0% | 72.6%-1.6pp | 81.4%-10.4pp | 68.7%+2.3pp |
| Annual return | -5.27% | 12.02%-17.3pp | 26.14%-31.4pp | 2041.45%-2046.7pp |
| Employer contribution / active EE | $1,442 | $2,841-49.2% | $4,608-68.7% | $2,203-34.5% |
| Participant deferral / active EE | $2,335 | $4,783-51.2% | $6,026-61.3% | $3,192-26.8% |
| Admin fee / account holder | $2,693 | $4,927-45.3% | $8,175-67.1% | $4,297-37.3% |