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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 | $42,097 | $77,638-45.8% | $156,551-73.1% | $62,881-33.1% |
| Participation rate | 79.5% | 71.2%+8.3pp | 84.0%-4.5pp | 69.3%+10.2pp |
| Annual return | -0.14% | 50.33%-50.5pp | 32.23%-32.4pp | 20.14%-20.3pp |
| Employer contribution / active EE | $826 | $3,444-76.0% | $5,501-85.0% | $2,281-63.8% |
| Participant deferral / active EE | $1,378 | $3,046-54.8% | $4,871-71.7% | $3,203-57.0% |
| Admin fee / account holder | $4,615 | $5,561-17.0% | $13,028-64.6% | $4,296+7.4% |