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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 | $47,104 | $52,306-9.9% | $69,779-32.5% | $62,881-25.1% |
| Participation rate | 85.3% | 67.2%+18.1pp | 71.8%+13.5pp | 69.3%+16.0pp |
| Annual return | -2.45% | 13.35%-15.8pp | 12.99%-15.4pp | 20.14%-22.6pp |
| Employer contribution / active EE | $4,191 | $1,799+132.9% | $2,338+79.2% | $2,281+83.7% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,013 | $3,691-18.4% | $4,381-31.2% | $4,296-29.9% |