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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 | $57,016 | $48,078+18.6% | $78,676-27.5% | $62,881-9.3% |
| Participation rate | 86.4% | 65.2%+21.2pp | 73.6%+12.8pp | 69.3%+17.1pp |
| Annual return | -0.49% | 31.36%-31.8pp | 62.19%-62.7pp | 20.14%-20.6pp |
| Employer contribution / active EE | $3,628 | $2,015+80.1% | $2,850+27.3% | $2,281+59.1% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,888 | $3,206-41.1% | $4,510-58.1% | $4,296-56.0% |