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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 | $22,078 | $51,638-57.2% | $68,368-67.7% | $82,448-73.2% |
| Participation rate | 88.0% | 63.6%+24.4pp | 73.8%+14.2pp | 68.1%+19.9pp |
| Annual return | 4.11% | 37.53%-33.4pp | 292.57%-288.5pp | 41.64%-37.5pp |
| Employer contribution / active EE | $2,017 | $2,047-1.4% | $2,649-23.8% | $2,551-20.9% |
| Participant deferral / active EE | $3,256 | $2,914+11.8% | $4,123-21.0% | $4,139-21.3% |
| Admin fee / account holder | $5,606 | $4,643+20.7% | $5,150+8.9% | $7,234-22.5% |