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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 | $43,202 | $118,488-63.5% | $98,462-56.1% | $139,487-69.0% |
| Participation rate | 87.5% | 77.5%+10.0pp | 75.2%+12.3pp | 80.3%+7.2pp |
| Annual return | -2.12% | 18.96%-21.1pp | 21.17%-23.3pp | 373.84%-376.0pp |
| Employer contribution / active EE | $5,514 | $3,611+52.7% | $3,049+80.8% | $4,755+16.0% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,713-100.0% |
| Admin fee / account holder | $2,189 | $13,868-84.2% | $8,875-75.3% | $11,407-80.8% |