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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 | $44,099 | $50,947-13.4% | $74,551-40.8% | $64,173-31.3% |
| Participation rate | 90.3% | 61.1%+29.3pp | 69.1%+21.2pp | 69.6%+20.8pp |
| Annual return | -8.12% | -1.85%-6.3pp | 32.53%-40.7pp | 7.63%-15.8pp |
| Employer contribution / active EE | $3,536 | $1,115+217.0% | $1,961+80.3% | $2,381+48.5% |
| Participant deferral / active EE | $6,849 | $2,302+197.6% | $3,108+120.3% | $3,470+97.4% |
| Admin fee / account holder | $2,371 | $4,221-43.8% | $5,059-53.1% | $4,887-51.5% |