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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 | $123,707 | $72,027+71.8% | $185,861-33.4% | $79,856+54.9% |
| Participation rate | 96.2% | 65.8%+30.4pp | 78.0%+18.1pp | 69.6%+26.5pp |
| Annual return | -3.99% | 23.13%-27.1pp | 35.96%-40.0pp | 31.71%-35.7pp |
| Employer contribution / active EE | $2,957 | $1,965+50.5% | $4,088-27.7% | $2,471+19.7% |
| Participant deferral / active EE | $1,341 | $3,780-64.5% | $5,634-76.2% | $3,741-64.1% |
| Admin fee / account holder | $15,519 | $4,513+243.9% | $9,503+63.3% | $5,306+192.5% |