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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 | $39,913 | $127,387-68.7% | $115,038-65.3% | $125,389-68.2% |
| Participation rate | 90.9% | 84.2%+6.8pp | 81.4%+9.5pp | 83.2%+7.7pp |
| Annual return | -4.30% | 31.28%-35.6pp | 26.14%-30.4pp | 282.24%-286.5pp |
| Employer contribution / active EE | $3,036 | $5,166-41.2% | $4,608-34.1% | $4,866-37.6% |
| Participant deferral / active EE | $4,523 | $6,423-29.6% | $6,026-25.0% | $5,352-15.5% |
| Admin fee / account holder | $453 | $9,516-95.2% | $8,175-94.5% | $9,541-95.3% |