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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 | $86,389 | $39,132+120.8% | $57,196+51.0% | $62,881+37.4% |
| Participation rate | 85.0% | 70.5%+14.5pp | 75.3%+9.7pp | 69.3%+15.7pp |
| Annual return | -1.63% | 9.24%-10.9pp | 14.59%-16.2pp | 20.14%-21.8pp |
| Employer contribution / active EE | $1,819 | $1,874-2.9% | $2,683-32.2% | $2,281-20.2% |
| Participant deferral / active EE | $1,537 | $2,374-35.3% | $3,096-50.4% | $3,203-52.0% |
| Admin fee / account holder | $6,642 | $2,594+156.1% | $3,141+111.5% | $4,296+54.6% |