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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 | $52,329 | $71,878-27.2% | $86,698-39.6% | $68,486-23.6% |
| Participation rate | 96.9% | 72.2%+24.6pp | 76.6%+20.3pp | 67.9%+29.0pp |
| Annual return | -19.35% | 3.53%-22.9pp | 35.95%-55.3pp | -7.85%-11.5pp |
| Employer contribution / active EE | $1,329 | $2,173-38.9% | $2,837-53.2% | $2,597-48.8% |
| Participant deferral / active EE | $9,394 | $3,779+148.6% | $4,656+101.8% | $4,028+133.2% |
| Admin fee / account holder | $1,301 | $6,113-78.7% | $7,493-82.6% | $5,404-75.9% |