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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 | $32,477 | $58,093-44.1% | $80,022-59.4% | $56,289-42.3% |
| Participation rate | 96.3% | 73.6%+22.7pp | 75.8%+20.5pp | 69.9%+26.5pp |
| Annual return | -7.10% | 34.63%-41.7pp | 11.22%-18.3pp | -9.96%+2.9pp |
| Employer contribution / active EE | $3,031 | $1,933+56.8% | $2,468+22.8% | $2,111+43.6% |
| Participant deferral / active EE | $2,759 | $3,136-12.0% | $3,686-25.1% | $3,350-17.6% |
| Admin fee / account holder | $680 | $623+9.2% | $6,521-89.6% | $521+30.5% |