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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 | $47,345 | $181,896-74.0% | $156,551-69.8% | $273,972-82.7% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | -3.19% | 30.74%-33.9pp | 32.23%-35.4pp | 41.46%-44.6pp |
| Employer contribution / active EE | $1,429 | $6,248-77.1% | $5,501-74.0% | $4,869-70.6% |
| Participant deferral / active EE | $3,709 | $5,550-33.2% | $4,871-23.9% | $5,287-29.9% |
| Admin fee / account holder | $2,803 | $15,560-82.0% | $13,028-78.5% | $10,133-72.3% |