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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 | $49,730 | $64,719-23.2% | $112,249-55.7% | $68,486-27.4% |
| Participation rate | 96.7% | 67.2%+29.6pp | 75.1%+21.7pp | 67.9%+28.8pp |
| Annual return | -19.53% | -11.40%-8.1pp | 27.48%-47.0pp | -7.85%-11.7pp |
| Employer contribution / active EE | $4,249 | $2,747+54.7% | $3,636+16.9% | $2,597+63.6% |
| Participant deferral / active EE | $4,901 | $3,565+37.5% | $4,729+3.6% | $4,028+21.7% |
| Admin fee / account holder | $2,801 | $5,232-46.5% | $6,412-56.3% | $5,404-48.2% |