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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 | $53,731 | $91,198-41.1% | $178,503-69.9% | $79,856-32.7% |
| Participation rate | 97.7% | 69.2%+28.5pp | 81.9%+15.7pp | 69.6%+28.0pp |
| Annual return | -0.29% | 24.20%-24.5pp | 151.12%-151.4pp | 31.71%-32.0pp |
| Employer contribution / active EE | $2,856 | $3,257-12.3% | $5,011-43.0% | $2,471+15.6% |
| Participant deferral / active EE | $1,875 | $3,237-42.1% | $5,202-64.0% | $3,741-49.9% |
| Admin fee / account holder | $5,938 | $6,748-12.0% | $13,987-57.5% | $5,306+11.9% |