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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 | $92,876 | $64,719+43.5% | $112,249-17.3% | $68,486+35.6% |
| Participation rate | 96.7% | 67.2%+29.5pp | 75.1%+21.6pp | 67.9%+28.8pp |
| Annual return | -19.49% | -11.40%-8.1pp | 27.48%-47.0pp | -7.85%-11.6pp |
| Employer contribution / active EE | $2,102 | $2,747-23.5% | $3,636-42.2% | $2,597-19.1% |
| Participant deferral / active EE | $3,661 | $3,565+2.7% | $4,729-22.6% | $4,028-9.1% |
| Admin fee / account holder | $3,120 | $5,232-40.4% | $6,412-51.3% | $5,404-42.3% |