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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 | $46,240 | $215,361-78.5% | $171,082-73.0% | $273,972-83.1% |
| Participation rate | 81.8% | 82.0%-0.2pp | 76.7%+5.1pp | 83.0%-1.2pp |
| Annual return | -8.53% | 25.14%-33.7pp | 32.56%-41.1pp | 41.46%-50.0pp |
| Employer contribution / active EE | $2,727 | $4,967-45.1% | $4,002-31.9% | $4,869-44.0% |
| Participant deferral / active EE | $3,131 | $5,543-43.5% | $4,797-34.7% | $5,287-40.8% |
| Admin fee / account holder | $12,913 | $10,846+19.1% | $8,520+51.6% | $10,133+27.4% |