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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 | $37,082 | $48,078-22.9% | $78,676-52.9% | $62,881-41.0% |
| Participation rate | 84.4% | 65.2%+19.2pp | 73.6%+10.9pp | 69.3%+15.1pp |
| Annual return | -1.46% | 31.36%-32.8pp | 62.19%-63.6pp | 20.14%-21.6pp |
| Employer contribution / active EE | $1,331 | $2,015-33.9% | $2,850-53.3% | $2,281-41.7% |
| Participant deferral / active EE | $2,103 | $2,587-18.7% | $3,517-40.2% | $3,203-34.3% |
| Admin fee / account holder | $1,408 | $3,206-56.1% | $4,510-68.8% | $4,296-67.2% |