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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 | $46,149 | $181,896-74.6% | $156,551-70.5% | $273,972-83.2% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | -2.53% | 30.74%-33.3pp | 32.23%-34.8pp | 41.46%-44.0pp |
| Employer contribution / active EE | $4,632 | $6,248-25.9% | $5,501-15.8% | $4,869-4.9% |
| Participant deferral / active EE | $4,644 | $5,550-16.3% | $4,871-4.7% | $5,287-12.2% |
| Admin fee / account holder | $11,070 | $15,560-28.9% | $13,028-15.0% | $10,133+9.2% |