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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 | $39,338 | $56,054-29.8% | $171,082-77.0% | $62,881-37.4% |
| Participation rate | 84.7% | 62.9%+21.9pp | 76.7%+8.1pp | 69.3%+15.4pp |
| Annual return | -1.74% | 22.52%-24.3pp | 32.56%-34.3pp | 20.14%-21.9pp |
| Employer contribution / active EE | $1,272 | $1,731-26.5% | $4,002-68.2% | $2,281-44.2% |
| Participant deferral / active EE | $0 | $3,158-100.0% | $4,797-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,320 | $3,647+18.5% | $8,520-49.3% | $4,296+0.6% |