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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 | $43,196 | $39,132+10.4% | $57,196-24.5% | $62,881-31.3% |
| Participation rate | 86.9% | 70.5%+16.4pp | 75.3%+11.6pp | 69.3%+17.6pp |
| Annual return | -1.87% | 9.24%-11.1pp | 14.59%-16.5pp | 20.14%-22.0pp |
| Employer contribution / active EE | $2,190 | $1,874+16.9% | $2,683-18.4% | $2,281-4.0% |
| Participant deferral / active EE | $4,016 | $2,374+69.2% | $3,096+29.7% | $3,203+25.4% |
| Admin fee / account holder | $2,756 | $2,594+6.2% | $3,141-12.3% | $4,296-35.8% |