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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 | $198,069 | $167,522+18.2% | $151,639+30.6% | $134,532+47.2% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.5%+4.2pp | 81.2%+10.4pp |
| Annual return | -21.21% | 7.81%-29.0pp | 3.34%-24.5pp | 418.27%-439.5pp |
| Employer contribution / active EE | $4,912 | $6,828-28.1% | $6,165-20.3% | $4,741+3.6% |
| Participant deferral / active EE | $3,883 | $8,986-56.8% | $8,363-53.6% | $6,401-39.3% |
| Admin fee / account holder | $3,757 | $13,780-72.7% | $11,613-67.6% | $11,429-67.1% |