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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 | $46,013 | $135,956-66.2% | $123,894-62.9% | $273,972-83.2% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | -1.24% | 56.63%-57.9pp | 47.52%-48.8pp | 41.46%-42.7pp |
| Employer contribution / active EE | $4,185 | $5,170-19.0% | $4,617-9.3% | $4,869-14.0% |
| Participant deferral / active EE | $2,772 | $6,343-56.3% | $5,984-53.7% | $5,287-47.6% |
| Admin fee / account holder | $387 | $9,817-96.1% | $8,357-95.4% | $10,133-96.2% |