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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 | $45,945 | $61,660-25.5% | $80,022-42.6% | $64,181-28.4% |
| Participation rate | 93.9% | 71.7%+22.2pp | 75.8%+18.1pp | 69.6%+24.4pp |
| Annual return | -7.85% | -0.33%-7.5pp | 11.22%-19.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,344 | $1,810-25.8% | $2,468-45.6% | $2,381-43.6% |
| Participant deferral / active EE | $2,321 | $2,968-21.8% | $3,686-37.0% | $3,470-33.1% |
| Admin fee / account holder | $5,411 | $5,417-0.1% | $6,521-17.0% | $4,887+10.7% |