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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 | $128,004 | $64,719+97.8% | $112,249+14.0% | $68,486+86.9% |
| Participation rate | 82.8% | 67.2%+15.6pp | 75.1%+7.7pp | 67.9%+14.9pp |
| Annual return | -19.99% | -11.40%-8.6pp | 27.48%-47.5pp | -7.85%-12.1pp |
| Employer contribution / active EE | $3,557 | $2,747+29.5% | $3,636-2.2% | $2,597+37.0% |
| Participant deferral / active EE | $6,626 | $3,565+85.9% | $4,729+40.1% | $4,028+64.5% |
| Admin fee / account holder | $8,010 | $5,232+53.1% | $6,412+24.9% | $5,404+48.2% |