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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 | $25,906 | $77,638-66.6% | $156,551-83.5% | $62,881-58.8% |
| Participation rate | 96.3% | 71.2%+25.1pp | 84.0%+12.3pp | 69.3%+27.0pp |
| Annual return | -0.24% | 50.33%-50.6pp | 32.23%-32.5pp | 20.14%-20.4pp |
| Employer contribution / active EE | $2,118 | $3,444-38.5% | $5,501-61.5% | $2,281-7.1% |
| Participant deferral / active EE | $1,829 | $3,046-39.9% | $4,871-62.5% | $3,203-42.9% |
| Admin fee / account holder | $1,136 | $5,561-79.6% | $13,028-91.3% | $4,296-73.5% |