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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 | $25,472 | $43,344-41.2% | $59,899-57.5% | $64,173-60.3% |
| Participation rate | 80.6% | 69.2%+11.5pp | 74.7%+6.0pp | 69.6%+11.1pp |
| Annual return | -9.58% | -1.55%-8.0pp | 3.46%-13.0pp | 7.63%-17.2pp |
| Employer contribution / active EE | $3,549 | $2,030+74.9% | $2,723+30.4% | $2,381+49.1% |
| Participant deferral / active EE | $3,003 | $2,547+17.9% | $3,402-11.7% | $3,470-13.5% |
| Admin fee / account holder | $2,699 | $3,008-10.3% | $3,592-24.9% | $4,887-44.8% |