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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 | $47,593 | $77,816-38.8% | $123,552-61.5% | $64,173-25.8% |
| Participation rate | 96.4% | 74.7%+21.7pp | 82.3%+14.1pp | 69.6%+26.9pp |
| Annual return | -10.59% | 12.49%-23.1pp | 119.20%-129.8pp | 7.63%-18.2pp |
| Employer contribution / active EE | $2,529 | $3,014-16.1% | $4,628-45.4% | $2,381+6.2% |
| Participant deferral / active EE | $9,031 | $5,240+72.3% | $6,426+40.5% | $3,470+160.3% |
| Admin fee / account holder | $680 | $5,519-87.7% | $9,285-92.7% | $4,887-86.1% |