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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 | $33,564 | $48,078-30.2% | $78,676-57.3% | $62,881-46.6% |
| Participation rate | 97.4% | 65.2%+32.2pp | 73.6%+23.9pp | 69.3%+28.1pp |
| Annual return | -0.03% | 31.36%-31.4pp | 62.19%-62.2pp | 20.14%-20.2pp |
| Employer contribution / active EE | $2,028 | $2,015+0.7% | $2,850-28.8% | $2,281-11.1% |
| Participant deferral / active EE | $2,653 | $2,587+2.5% | $3,517-24.6% | $3,203-17.2% |
| Admin fee / account holder | $5,158 | $3,206+60.9% | $4,510+14.4% | $4,296+20.1% |