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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 | $53,787 | $55,002-2.2% | $59,887-10.2% | $56,287-4.4% |
| Participation rate | 97.2% | 75.9%+21.3pp | 74.7%+22.5pp | 69.9%+27.3pp |
| Annual return | -5.50% | 1.13%-6.6pp | 3.46%-9.0pp | -9.96%+4.5pp |
| Employer contribution / active EE | $2,708 | $2,448+10.6% | $2,722-0.5% | $2,111+28.3% |
| Participant deferral / active EE | $5,481 | $3,121+75.6% | $3,402+61.1% | $3,350+63.6% |
| Admin fee / account holder | $3,385 | $236+1335.8% | $3,591-5.7% | $521+549.8% |