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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 | $47,185 | $39,132+20.6% | $57,196-17.5% | $62,881-25.0% |
| Participation rate | 79.3% | 70.5%+8.8pp | 75.3%+4.0pp | 69.3%+10.0pp |
| Annual return | -0.68% | 9.24%-9.9pp | 14.59%-15.3pp | 20.14%-20.8pp |
| Employer contribution / active EE | $1,878 | $1,874+0.2% | $2,683-30.0% | $2,281-17.7% |
| Participant deferral / active EE | $2,588 | $2,374+9.0% | $3,096-16.4% | $3,203-19.2% |
| Admin fee / account holder | $6,480 | $2,594+149.8% | $3,141+106.3% | $4,296+50.8% |