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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 | $47,629 | $65,712-27.5% | $57,196-16.7% | $273,972-82.6% |
| Participation rate | 82.6% | 78.3%+4.3pp | 75.3%+7.3pp | 83.0%-0.4pp |
| Annual return | -0.77% | 22.01%-22.8pp | 14.59%-15.4pp | 41.46%-42.2pp |
| Employer contribution / active EE | $2,160 | $3,280-34.1% | $2,683-19.5% | $4,869-55.6% |
| Participant deferral / active EE | $1,312 | $3,782-65.3% | $3,096-57.6% | $5,287-75.2% |
| Admin fee / account holder | $1,488 | $4,838-69.2% | $3,141-52.6% | $10,133-85.3% |