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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 | $45,983 | $72,177-36.3% | $115,038-60.0% | $59,633-22.9% |
| Participation rate | 93.8% | 72.6%+21.2pp | 81.4%+12.4pp | 68.7%+25.1pp |
| Annual return | -3.00% | 12.02%-15.0pp | 26.14%-29.1pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $8,745 | $2,841+207.8% | $4,608+89.8% | $2,203+297.0% |
| Participant deferral / active EE | $3,362 | $4,783-29.7% | $6,026-44.2% | $3,192+5.3% |
| Admin fee / account holder | $2,983 | $4,927-39.5% | $8,175-63.5% | $4,297-30.6% |