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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 | $55,679 | $77,638-28.3% | $156,551-64.4% | $62,881-11.5% |
| Participation rate | 84.6% | 71.2%+13.4pp | 84.0%+0.6pp | 69.3%+15.3pp |
| Annual return | -1.49% | 50.33%-51.8pp | 32.23%-33.7pp | 20.14%-21.6pp |
| Employer contribution / active EE | $3,039 | $3,444-11.7% | $5,501-44.8% | $2,281+33.2% |
| Participant deferral / active EE | $2,738 | $3,046-10.1% | $4,871-43.8% | $3,203-14.5% |
| Admin fee / account holder | $2,411 | $5,561-56.7% | $13,028-81.5% | $4,296-43.9% |