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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 | $93,721 | $110,083-14.9% | $151,645-38.2% | $68,490+36.8% |
| Participation rate | 76.5% | 84.0%-7.5pp | 87.5%-11.0pp | 67.9%+8.6pp |
| Annual return | -20.88% | -10.12%-10.8pp | 3.34%-24.2pp | -7.85%-13.0pp |
| Employer contribution / active EE | $1,966 | $4,470-56.0% | $6,165-68.1% | $2,597-24.3% |
| Participant deferral / active EE | $3,647 | $6,526-44.1% | $8,363-56.4% | $4,028-9.4% |
| Admin fee / account holder | $6,103 | $7,718-20.9% | $11,614-47.4% | $5,403+13.0% |