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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 | $97,766 | $110,083-11.2% | $151,645-35.5% | $68,490+42.7% |
| Participation rate | 85.4% | 84.0%+1.5pp | 87.5%-2.1pp | 67.9%+17.5pp |
| Annual return | -19.20% | -10.12%-9.1pp | 3.34%-22.5pp | -7.85%-11.3pp |
| Employer contribution / active EE | $3,958 | $4,470-11.5% | $6,165-35.8% | $2,597+52.4% |
| Participant deferral / active EE | $4,861 | $6,526-25.5% | $8,363-41.9% | $4,028+20.7% |
| Admin fee / account holder | $4,775 | $7,718-38.1% | $11,614-58.9% | $5,403-11.6% |