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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 | $45,541 | $61,660-26.1% | $80,022-43.1% | $64,181-29.0% |
| Participation rate | 77.6% | 71.7%+5.9pp | 75.8%+1.8pp | 69.6%+8.0pp |
| Annual return | -7.66% | -0.33%-7.3pp | 11.22%-18.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $2,339 | $1,810+29.2% | $2,468-5.2% | $2,381-1.7% |
| Participant deferral / active EE | $3,696 | $2,968+24.5% | $3,686+0.3% | $3,470+6.5% |
| Admin fee / account holder | $1,357 | $5,417-74.9% | $6,521-79.2% | $4,887-72.2% |