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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 | $43,256 | $65,034-33.5% | $90,970-52.4% | $79,856-45.8% |
| Participation rate | 85.4% | 61.6%+23.8pp | 69.0%+16.4pp | 69.6%+15.8pp |
| Annual return | 0.76% | 30.45%-29.7pp | 134.60%-133.8pp | 31.71%-30.9pp |
| Employer contribution / active EE | $3,646 | $1,247+192.3% | $2,122+71.8% | $2,471+47.5% |
| Participant deferral / active EE | $1,485 | $2,512-40.9% | $3,373-56.0% | $3,741-60.3% |
| Admin fee / account holder | $2,221 | $4,536-51.0% | $5,961-62.7% | $5,306-58.1% |