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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 | $53,101 | $48,078+10.4% | $78,676-32.5% | $62,881-15.6% |
| Participation rate | 78.9% | 65.2%+13.7pp | 73.6%+5.4pp | 69.3%+9.6pp |
| Annual return | -0.07% | 31.36%-31.4pp | 62.19%-62.3pp | 20.14%-20.2pp |
| Employer contribution / active EE | $1,167 | $2,015-42.1% | $2,850-59.1% | $2,281-48.8% |
| Participant deferral / active EE | $1,992 | $2,587-23.0% | $3,517-43.4% | $3,203-37.8% |
| Admin fee / account holder | $6,648 | $3,206+107.4% | $4,510+47.4% | $4,296+54.8% |