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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 | $46,792 | $69,977-33.1% | $108,582-56.9% | $62,881-25.6% |
| Participation rate | 97.2% | 72.9%+24.3pp | 79.6%+17.7pp | 69.3%+27.9pp |
| Annual return | -0.79% | 10.73%-11.5pp | -51.70%+50.9pp | 20.14%-20.9pp |
| Employer contribution / active EE | $2,951 | $2,135+38.2% | $3,758-21.5% | $2,281+29.4% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,359 | $5,076+25.3% | $7,645-16.8% | $4,296+48.0% |