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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 | $54,619 | $40,275+35.6% | $57,356-4.8% | $59,633-8.4% |
| Participation rate | 87.6% | 69.1%+18.5pp | 75.1%+12.5pp | 68.7%+19.0pp |
| Annual return | -2.38% | 27.52%-29.9pp | 24.41%-26.8pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $3,090 | $1,921+60.8% | $2,689+14.9% | $2,203+40.3% |
| Participant deferral / active EE | $1,109 | $2,400-53.8% | $3,162-64.9% | $3,192-65.3% |
| Admin fee / account holder | $2,822 | $2,820+0.1% | $3,357-15.9% | $4,297-34.3% |