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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 | $43,009 | $181,896-76.4% | $156,551-72.5% | $273,972-84.3% |
| Participation rate | 94.4% | 88.4%+6.1pp | 84.0%+10.4pp | 83.0%+11.4pp |
| Annual return | -1.83% | 30.74%-32.6pp | 32.23%-34.1pp | 41.46%-43.3pp |
| Employer contribution / active EE | $2,368 | $6,248-62.1% | $5,501-56.9% | $4,869-51.4% |
| Participant deferral / active EE | $2,886 | $5,550-48.0% | $4,871-40.8% | $5,287-45.4% |
| Admin fee / account holder | $4,115 | $15,560-73.6% | $13,028-68.4% | $10,133-59.4% |