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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 | $44,810 | $56,287-20.4% | $80,977-44.7% | $62,881-28.7% |
| Participation rate | 93.9% | 68.9%+25.0pp | 75.8%+18.1pp | 69.3%+24.6pp |
| Annual return | -0.41% | 22.13%-22.5pp | 17.11%-17.5pp | 20.14%-20.6pp |
| Employer contribution / active EE | $1,777 | $1,943-8.6% | $3,715-52.2% | $2,281-22.1% |
| Participant deferral / active EE | $3,342 | $4,196-20.4% | $5,696-41.3% | $3,203+4.3% |
| Admin fee / account holder | $392 | $3,742-89.5% | $5,517-92.9% | $4,296-90.9% |