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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 | $75,359 | $71,878+4.8% | $86,698-13.1% | $68,486+10.0% |
| Participation rate | 82.9% | 72.2%+10.7pp | 76.6%+6.3pp | 67.9%+15.0pp |
| Annual return | -19.69% | 3.53%-23.2pp | 35.95%-55.6pp | -7.85%-11.8pp |
| Employer contribution / active EE | $2,519 | $2,173+15.9% | $2,837-11.2% | $2,597-3.0% |
| Participant deferral / active EE | $5,786 | $3,779+53.1% | $4,656+24.3% | $4,028+43.7% |
| Admin fee / account holder | $13,693 | $6,113+124.0% | $7,493+82.8% | $5,404+153.4% |